LC
DLS icon

Lindbrook Capital’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Lindbrook Capital’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
-1,650
Closed -$113K – 2543
2022
Q1 		$113K Hold
1,650
– – 0.02% 427
2021
Q4 		$122K Buy
+1,650
New +$121K 0.02% 441

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
HighTower Advisors
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

Lindbrook Capital's DLS Position: Q2 2022 in Review

Lindbrook Capital sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2022, closing a stake of 1,650 shares — an estimated $113K sold.

Lindbrook Capital first reported a position in DLS in Q4 2021 and held it in 2 quarters. The position peaked at $122K in Q4 2021. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2022.

  • Lindbrook Capital reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Lindbrook Capital sold 1,650 WisdomTree International SmallCap Dividend Fund shares in Q2 2022, an estimated $113K.
  • Lindbrook Capital first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and held it in 2 quarters.
  • Lindbrook Capital's WisdomTree International SmallCap Dividend Fund position peaked at $122K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2022.

Based on Lindbrook Capital's 13F filing for Q2 2022, filed 1 Aug 2022.