McCarthy Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

McCarthy Asset 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
2021 Q1	–	Sell	-6	Closed	–	–	374
2020 Q4	$0	Buy	+6	New	+$382	﹤0.01%	344

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

3LCM

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

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

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

MHS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

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

McCarthy Asset Management's DLS Position: Q1 2021 in Review

McCarthy Asset Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2021, closing a stake of 6 shares.

McCarthy Asset Management first reported a position in DLS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 193 funds tracked by Wall St. Rank hold DLS as of Q1 2021.

McCarthy Asset Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
McCarthy Asset Management sold 6 WisdomTree International SmallCap Dividend Fund shares in Q1 2021.
McCarthy Asset Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and held it in 1 quarter.
McCarthy Asset Management's WisdomTree International SmallCap Dividend Fund position peaked at $0 in Q4 2020.
193 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2021.

Based on McCarthy Asset Management's 13F filing for Q1 2021, filed 13 May 2021.