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JD Financial Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

JD Financial Services’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
Q4 		$5.92M Buy
80,334
+17,321
+27% +$1.28M 4.88% 10
2021
Q3 		$4.68M Buy
63,013
+3,386
+6% +$258K 4.27% 10
2021
Q2 		$4.45M Buy
59,627
+52,485
+735% +$3.96M 4.13% 10
2021
Q1 		$516K Buy
+7,142
New +$505K 0.65% 24

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JD Financial Services's DLS Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 27% in Q4 2021, buying an estimated $1.28M and bringing the position to 80,334 shares worth $5.92M. The position accounts for 4.88% of the portfolio, ranked #10.

JD Financial Services first reported a position in DLS in Q1 2021 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold DLS as of Q4 2021.

  • JD Financial Services held 80,334 shares of WisdomTree International SmallCap Dividend Fund worth $5.92M as of Q4 2021.
  • JD Financial Services bought 17,321 WisdomTree International SmallCap Dividend Fund shares in Q4 2021, an estimated $1.28M.
  • WisdomTree International SmallCap Dividend Fund made up 4.88% of JD Financial Services's portfolio in Q4 2021, its #10 holding.
  • JD Financial Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2021 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.