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DLS icon

McAdam LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

McAdam LLC’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
2026
Q1 		$313K Buy
3,839
+396
+12% +$33.5K 0.01% 333
2025
Q4 		$279K Sell
3,443
-142
-4% -$11.2K 0.01% 337
2025
Q3 		$285K Buy
3,585
+126
+4% +$9.81K 0.01% 316
2025
Q2 		$260K Sell
3,459
-243
-7% -$17K 0.01% 318
2025
Q1 		$244K Sell
3,702
-342
-8% -$22.3K 0.02% 291
2024
Q4 		$255K Sell
4,044
-93
-2% -$6.05K 0.01% 309
2024
Q3 		$286K Buy
4,137
+429
+12% +$28.4K 0.02% 265
2024
Q2 		$235K Buy
3,708
+613
+20% +$39.8K 0.01% 275
2024
Q1 		$202K Buy
+3,095
New +$196K 0.01% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return