KLR Investment Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

KLR Investment Advisors’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
2024 Q1	$1.74M	Buy	27,589 +1,633	+6%	+$103K	1.26%	13
2023 Q4	$1.66M	Sell	25,956 -1,757	-6%	-$103K	1.2%	14
2023 Q3	$1.69M	Sell	27,713 -828	-3%	-$49.5K	1.53%	15
2023 Q2	$1.7M	Buy	28,541 +422	+2%	+$25.7K	1.4%	14
2023 Q1	$1.71M	Buy	28,119 +1,079	+4%	+$66.1K	1.51%	14
2022 Q4	$1.57M	Buy	+27,040	New	+$1.5M	1.29%	16

Other funds holding DLS

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

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

SWM

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CAG

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

KLR Investment Advisors's DLS Position: Q1 2024 in Review

KLR Investment Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 6.3% in Q1 2024, buying an estimated $103K and bringing the position to 27,589 shares worth $1.74M. The position accounts for 1.26% of the portfolio, ranked #13.

KLR Investment Advisors first reported a position in DLS in Q4 2022 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold DLS as of Q1 2024.

KLR Investment Advisors held 27,589 shares of WisdomTree International SmallCap Dividend Fund worth $1.74M as of Q1 2024.
KLR Investment Advisors bought 1,633 WisdomTree International SmallCap Dividend Fund shares in Q1 2024, an estimated $103K.
WisdomTree International SmallCap Dividend Fund made up 1.26% of KLR Investment Advisors's portfolio in Q1 2024, its #13 holding.
KLR Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.