Miracle Mile Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Miracle Mile Advisors’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
2023 Q2	–	Sell	-3,795	Closed	-$231K	–	508
2023 Q1	$231K	Sell	3,795 -4,020	-51%	-$246K	0.01%	460
2022 Q4	$453K	Buy	7,815 +68	+0.9%	+$3.78K	0.02%	374
2022 Q3	$399K	Buy	7,747 +83	+1%	+$4.83K	0.02%	319
2022 Q2	$447K	Buy	7,664 +204	+3%	+$13K	0.02%	308
2022 Q1	$512K	Buy	7,460 +27	+0.4%	+$1.9K	0.02%	320
2021 Q4	$547K	Sell	7,433 -132	-2%	-$9.72K	0.02%	295
2021 Q3	$562K	Buy	7,565 +23	+0.3%	+$1.75K	0.03%	274
2021 Q2	$563K	Buy	7,542 +20	+0.3%	+$1.51K	0.03%	241
2021 Q1	$543K	Buy	7,522 +12	+0.2%	+$849	0.03%	248
2020 Q4	$512K	Buy	7,510 +23	+0.3%	+$1.46K	0.03%	253
2020 Q3	$448K	Buy	+7,487	New	+$441K	0.03%	257

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3LCM

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

SWM

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Miracle Mile Advisors's DLS Position: Q2 2023 in Review

Miracle Mile Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2023, closing a stake of 3,795 shares — an estimated $231K sold.

Miracle Mile Advisors first reported a position in DLS in Q3 2020 and held it in 11 quarters. The position peaked at $563K in Q2 2021. 189 funds tracked by Wall St. Rank hold DLS as of Q2 2023.

Miracle Mile Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Miracle Mile Advisors sold 3,795 WisdomTree International SmallCap Dividend Fund shares in Q2 2023, an estimated $231K.
Miracle Mile Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2020 and held it in 11 quarters.
Miracle Mile Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $563K in Q2 2021.
189 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2023.

Based on Miracle Mile Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.