Lucia Wealth Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Lucia Wealth Services’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
2020 Q3	$186K	Buy	+3,100	New	+$182K	0.04%	133

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Lucia Wealth Services's DLS Position: Q3 2020 in Review

Lucia Wealth Services opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2020: 3,100 shares worth $186K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings.

173 funds tracked by Wall St. Rank hold DLS as of Q3 2020.

Lucia Wealth Services held 3,100 shares of WisdomTree International SmallCap Dividend Fund worth $186K as of Q3 2020.
WisdomTree International SmallCap Dividend Fund was a new Lucia Wealth Services position in Q3 2020.
WisdomTree International SmallCap Dividend Fund made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #133 holding.
173 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.