Kingsview Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Kingsview Wealth Management’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 Q3	–	Sell	-18,395	Closed	-$1.09M	–	949
2023 Q2	$1.09M	Buy	+18,395	New	+$1.12M	0.04%	381
2022 Q2	–	Sell	-3,002	Closed	-$206K	–	832
2022 Q1	$206K	Sell	3,002 -85	-3%	-$5.96K	0.01%	812
2021 Q4	$227K	Sell	3,087 -441	-13%	-$32.5K	0.01%	826
2021 Q3	$262K	Hold	3,528	–	–	0.01%	723
2021 Q2	$263K	Sell	3,528 -174	-5%	-$13.1K	0.01%	745
2021 Q1	$271K	Sell	3,702 -30	-0.8%	-$2.12K	0.02%	675
2020 Q4	$254K	Sell	3,732 -90	-2%	-$5.72K	0.02%	588
2020 Q3	$229K	Sell	3,822 -1,448	-27%	-$85.2K	0.02%	538
2020 Q2	$293K	Sell	5,270 -4,057	-43%	-$215K	0.03%	444
2020 Q1	$448K	Buy	+9,327	New	+$581K	0.06%	279

Other funds holding DLS

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

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

Bank of America

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

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

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

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

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return