HGERS
DLS icon

Householder Group Estate & Retirement Specialist’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-130
Closed -$7.47K – 1182
2023
Q3 		$7.47K Buy
+130
New +$7.78K ﹤0.01% 854
2023
Q1 		$8K Buy
+130
New +$7.96K ﹤0.01% 851
2022
Q4 		– Sell
-130
Closed -$6K – 498
2022
Q3 		$6K Buy
+130
New +$7.57K ﹤0.01% 835

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DLS Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2023, closing a stake of 130 shares — an estimated $7.47K sold.

Householder Group Estate & Retirement Specialist first reported a position in DLS in Q3 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2023. 206 funds tracked by Wall St. Rank hold DLS as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 130 WisdomTree International SmallCap Dividend Fund shares in Q4 2023, an estimated $7.47K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's WisdomTree International SmallCap Dividend Fund position peaked at $8K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.