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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

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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 $17.7B AUM 18.87% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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.