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

Maripau 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
Q2 		– Sell
-4,112
Closed -$268K – 154
2024
Q1 		$268K Buy
4,112
+278
+7% +$17.6K 0.2% 103
2023
Q4 		$245K Sell
3,834
-3,294
-46% -$193K 0.21% 90
2023
Q3 		$410K Buy
7,128
+765
+12% +$45.8K 0.38% 59
2023
Q2 		$378K Buy
+6,363
New +$388K 0.34% 59

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Maripau Wealth Management's DLS Position: Q2 2024 in Review

Maripau Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2024, closing a stake of 4,112 shares — an estimated $268K sold.

Maripau Wealth Management first reported a position in DLS in Q2 2023 and held it in 4 quarters. The position peaked at $410K in Q3 2023. 199 funds tracked by Wall St. Rank hold DLS as of Q2 2024.

  • Maripau Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Maripau Wealth Management sold 4,112 WisdomTree International SmallCap Dividend Fund shares in Q2 2024, an estimated $268K.
  • Maripau Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2023 and held it in 4 quarters.
  • Maripau Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $410K in Q3 2023.
  • 199 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2024.

Based on Maripau Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.