Investors Asset Management of Georgia’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-130	Closed	-$7K	–	275
2022 Q3	$7K	Hold	130	–	–	﹤0.01%	508
2022 Q2	$8K	Buy	+130	New	+$8.31K	﹤0.01%	435

Other funds holding DLS

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

3LCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MHS

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

SWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investors Asset Management of Georgia's DLS Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2022, closing a stake of 130 shares — an estimated $7K sold.

Investors Asset Management of Georgia first reported a position in DLS in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 196 funds tracked by Wall St. Rank hold DLS as of Q4 2022.

Investors Asset Management of Georgia reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 130 WisdomTree International SmallCap Dividend Fund shares in Q4 2022, an estimated $7K.
Investors Asset Management of Georgia first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's WisdomTree International SmallCap Dividend Fund position peaked at $8K in Q2 2022.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.