Liberty Wealth Management
DLS icon

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

Liberty 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
2024
Q3 		– Sell
-32,291
Closed -$32K – 227
2024
Q2 		$32K Buy
+32,291
New +$2.09M 0.01% 221

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LRI Investments
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Raymond James & Associates
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MAI Capital Management
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Csenge Advisory Group
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HighTower Advisors
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Checchi Capital Advisers
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Liberty Wealth Management's DLS Position: Q3 2024 in Review

Liberty Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 32,291 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in DLS in Q2 2024 and held it in 1 quarter. The position peaked at $32K in Q2 2024. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

  • Liberty Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 32,291 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $32K.
  • Liberty Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $32K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.