John W. Brooker & Co’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

John W. Brooker & Co’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	–	Sell	-69	Closed	-$5K	–	197
2021 Q3	$5K	Hold	69	–	–	﹤0.01%	161
2021 Q2	$5K	Hold	69	–	–	﹤0.01%	158
2021 Q1	$5K	Hold	69	–	–	﹤0.01%	146
2020 Q4	$5K	Hold	69	–	–	﹤0.01%	141
2020 Q3	$4K	Hold	69	–	–	﹤0.01%	143
2020 Q2	$4K	Hold	69	–	–	﹤0.01%	142
2020 Q1	$3K	Hold	69	–	–	﹤0.01%	150
2019 Q4	$5K	Buy	+69	New	+$4.65K	﹤0.01%	140

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return