Laird Norton Wetherby Trust Company’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Laird Norton Wetherby Trust Company’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 Q4	–	Sell	-6,780	Closed	-$390K	–	109
2023 Q3	$390K	Hold	6,780	–	–	0.05%	79
2023 Q2	$403K	Sell	6,780 -200	-3%	-$12.2K	0.05%	73
2023 Q1	$425K	Hold	6,980	–	–	0.05%	69
2022 Q4	$405K	Buy	+6,980	New	+$388K	0.06%	65
2022 Q3	–	Sell	-6,980	Closed	-$407K	–	85
2022 Q2	$407K	Hold	6,980	–	–	0.05%	68
2022 Q1	$479K	Hold	6,980	–	–	0.04%	110
2021 Q4	$514K	Hold	6,980	–	–	0.05%	109
2021 Q3	$518K	Sell	6,980 -241	-3%	-$18.3K	0.05%	96
2021 Q2	$539K	Sell	7,221 -67	-0.9%	-$5.06K	0.06%	84
2021 Q1	$496K	Hold	7,288	–	–	0.05%	91
2020 Q4	$496K	Buy	+7,288	New	+$464K	0.06%	90

Other funds holding DLS

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

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

SWM

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

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

MHS

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

RJA

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DLS Position: Q4 2023 in Review

Laird Norton Wetherby Trust Company sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2023, closing a stake of 6,780 shares — an estimated $390K sold.

Laird Norton Wetherby Trust Company first reported a position in DLS in Q4 2020 and held it in 11 quarters. The position peaked at $539K in Q2 2021. 206 funds tracked by Wall St. Rank hold DLS as of Q4 2023.

Laird Norton Wetherby Trust Company reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 6,780 WisdomTree International SmallCap Dividend Fund shares in Q4 2023, an estimated $390K.
Laird Norton Wetherby Trust Company first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Trust Company's WisdomTree International SmallCap Dividend Fund position peaked at $539K in Q2 2021.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.