MWM
DLS icon

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

Merriman 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
Q4 		– Sell
-89,276
Closed -$6.16M – 214
2024
Q3 		$6.16M Buy
+89,276
New +$5.91M 0.25% 40
2021
Q4 		– Sell
-54,043
Closed -$4.01M – 214
2021
Q3 		$4.01M Buy
+54,043
New +$4.11M 0.33% 46
2020
Q1 		– Sell
-92,642
Closed -$6.59M – 156
2019
Q4 		$6.59M Sell
92,642
-201
-0.2% -$13.6K 1.27% 24
2019
Q3 		$5.9M Buy
+92,843
New +$5.87M 1.19% 29
2019
Q2 		– Sell
-99,635
Closed -$6.56M – 197
2019
Q1 		$6.56M Buy
+99,635
New +$6.45M 1.24% 29
2015
Q4 		– Sell
-25,330
Closed -$1.4M – 39
2015
Q3 		$1.4M Buy
+25,330
New +$1.48M 0.78% 16
2014
Q1 		– Sell
-27,750
Closed -$1.75M – 44
2013
Q4 		$1.75M Sell
27,750
-159
-0.6% -$9.77K 0.74% 33
2013
Q3 		$1.68M Buy
27,909
+411
+1% +$23.4K 0.88% 30
2013
Q2 		$1.44M Buy
+27,498
New +$1.54M 1.87% 14

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 $1.46B AUM 19.17% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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 $564B AUM 30.12% 1-Year Est. Return