Graves Light Lenhart Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-370	Closed	-$22K	–	277
2022 Q2	$22K	Hold	370	–	–	﹤0.01%	406
2022 Q1	$25K	Hold	370	–	–	﹤0.01%	444
2021 Q4	$27K	Hold	370	–	–	﹤0.01%	493
2021 Q3	$27K	Hold	370	–	–	﹤0.01%	454
2021 Q2	$28K	Hold	370	–	–	﹤0.01%	453
2021 Q1	$27K	Buy	+370	New	+$26.2K	﹤0.01%	452

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Graves Light Lenhart Wealth's DLS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2022, closing a stake of 370 shares — an estimated $22K sold.

Graves Light Lenhart Wealth first reported a position in DLS in Q1 2021 and held it in 6 quarters. The position peaked at $28K in Q2 2021. 191 funds tracked by Wall St. Rank hold DLS as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 370 WisdomTree International SmallCap Dividend Fund shares in Q3 2022, an estimated $22K.
Graves Light Lenhart Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2021 and held it in 6 quarters.
Graves Light Lenhart Wealth's WisdomTree International SmallCap Dividend Fund position peaked at $28K in Q2 2021.
191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.