HWP
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Highline Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Highline Wealth Partners’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
2025
Q3 		– Sell
-171
Closed -$12.9K – 1095
2025
Q2 		$12.9K Buy
171
+3
+2% +$210 ﹤0.01% 294
2025
Q1 		$11.1K Buy
168
+1
+0.6% +$65 ﹤0.01% 294
2024
Q4 		$10.5K Buy
167
+2
+1% +$130 ﹤0.01% 243
2024
Q3 		$11.4K Buy
165
+1
+0.6% +$66 ﹤0.01% 236
2024
Q2 		$10.4K Buy
164
+3
+2% +$195 ﹤0.01% 216
2024
Q1 		$10.5K Buy
161
+1
+0.6% +$63 ﹤0.01% 225
2023
Q4 		$10.2K Buy
+160
New +$9.36K ﹤0.01% 203

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return