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MB Generational Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

MB Generational Wealth’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
Q4 		– Sell
-4,585
Closed -$317K – 53
2024
Q3 		$317K Buy
+4,585
New +$304K 0.23% 40

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MB Generational Wealth's DLS Position: Q4 2024 in Review

MB Generational Wealth sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2024, closing a stake of 4,585 shares — an estimated $317K sold.

MB Generational Wealth first reported a position in DLS in Q3 2024 and held it in 1 quarter. The position peaked at $317K in Q3 2024. 196 funds tracked by Wall St. Rank hold DLS as of Q4 2024.

  • MB Generational Wealth reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • MB Generational Wealth sold 4,585 WisdomTree International SmallCap Dividend Fund shares in Q4 2024, an estimated $317K.
  • MB Generational Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • MB Generational Wealth's WisdomTree International SmallCap Dividend Fund position peaked at $317K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2024.

Based on MB Generational Wealth's 13F filing for Q4 2024, filed 4 Feb 2025.