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HC Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

HC Financial Advisors’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
2021
Q3 		– Sell
-49
Closed -$4K – 329
2021
Q2 		$4K Hold
49
– – ﹤0.01% 295
2021
Q1 		$4K Buy
+49
New +$3.47K ﹤0.01% 304

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

HC Financial Advisors's DLS Position: Q3 2021 in Review

HC Financial Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2021, closing a stake of 49 shares — an estimated $4K sold.

HC Financial Advisors first reported a position in DLS in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 190 funds tracked by Wall St. Rank hold DLS as of Q3 2021.

  • HC Financial Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 49 WisdomTree International SmallCap Dividend Fund shares in Q3 2021, an estimated $4K.
  • HC Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2021 and held it in 2 quarters.
  • HC Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $4K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.