Freedom Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Freedom Investment Management’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$437K	Sell	5,366 -150	-3%	-$12.7K	0.13%	55
2025 Q4	$447K	Sell	5,516 -16	-0.3%	-$1.26K	0.13%	56
2025 Q3	$440K	Buy	+5,532	New	+$431K	0.12%	82
2024 Q3	–	Sell	-226,257	Closed	-$14.4M	–	785
2024 Q2	$14.4M	Buy	226,257 +1,183	+0.5%	+$76.7K	1.18%	15
2024 Q1	$14.7M	Sell	225,074 -8,754	-4%	-$555K	1.18%	13
2023 Q4	$14.9M	Buy	+233,828	New	+$13.7M	1.22%	12
2021 Q1	–	Sell	-7,480	Closed	-$509K	–	857
2020 Q4	$509K	Sell	7,480 -898	-11%	-$57.1K	0.06%	329
2020 Q3	$502K	Sell	8,378 -744	-8%	-$43.8K	0.05%	287
2020 Q2	$507K	Buy	9,122 +784	+9%	+$41.5K	0.06%	271
2020 Q1	$569K	Buy	+8,338	New	+$520K	0.05%	308
2018 Q4	–	Sell	-2,840	Closed	-$201K	–	793
2018 Q3	$201K	Sell	2,840 -34	-1%	-$2.43K	0.01%	846
2018 Q2	$207K	Sell	2,874 -187	-6%	-$14.2K	0.01%	880
2018 Q1	$234K	Sell	3,061 -5	-0.2%	-$389	0.01%	971
2017 Q4	$235K	Buy	+3,066	New	+$229K	0.01%	978

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return