Koshinski Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Koshinski Asset 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
2022 Q2	–	Sell	-473	Closed	-$32.5K	–	905
2022 Q1	$32.5K	Hold	473	–	–	﹤0.01%	1262
2021 Q4	$34.8K	Hold	473	–	–	﹤0.01%	1277
2021 Q3	$35.1K	Buy	+473	New	+$36K	﹤0.01%	1246
2015 Q4	–	Sell	-3,804	Closed	-$230K	–	226
2015 Q3	$230K	Buy	+3,804	New	+$222K	0.15%	195

Other funds holding DLS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

3LCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MHS

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SWM

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

Koshinski Asset Management's DLS Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2022, closing a stake of 473 shares — an estimated $32.5K sold.

Koshinski Asset Management first reported a position in DLS in Q3 2015 and held it in 4 quarters. The position peaked at $230K in Q3 2015. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2022.

Koshinski Asset Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 473 WisdomTree International SmallCap Dividend Fund shares in Q2 2022, an estimated $32.5K.
Koshinski Asset Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2015 and held it in 4 quarters.
Koshinski Asset Management's WisdomTree International SmallCap Dividend Fund position peaked at $230K in Q3 2015.
205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.