Lowe Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Lowe Wealth Advisors’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
2021 Q2	–	Sell	-70	Closed	-$5K	–	278
2021 Q1	$5K	Sell	70 -100	-59%	-$7.07K	﹤0.01%	205
2020 Q4	$12K	Hold	170	–	–	0.01%	162
2020 Q3	$10K	Hold	170	–	–	0.01%	162
2020 Q2	$9K	Hold	170	–	–	0.01%	161
2020 Q1	$8K	Hold	170	–	–	0.01%	161
2019 Q4	$12K	Hold	170	–	–	0.01%	145
2019 Q3	$11K	Hold	170	–	–	0.01%	143
2019 Q2	$11K	Buy	+170	New	+$11.2K	0.01%	157

Other funds holding DLS

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

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

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

3LCM

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

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

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

MHS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

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

Lowe Wealth Advisors's DLS Position: Q2 2021 in Review

Lowe Wealth Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2021, closing a stake of 70 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in DLS in Q2 2019 and held it in 8 quarters. The position peaked at $12K in Q4 2020. 190 funds tracked by Wall St. Rank hold DLS as of Q2 2021.

Lowe Wealth Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 70 WisdomTree International SmallCap Dividend Fund shares in Q2 2021, an estimated $5K.
Lowe Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2019 and held it in 8 quarters.
Lowe Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $12K in Q4 2020.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2021.

Based on Lowe Wealth Advisors's 13F filing for Q2 2021, filed 1 Jul 2021.