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Morton Brown Family Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Morton Brown Family 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
2026
Q1 		$148K Hold
1,820
– – 0.04% 79
2025
Q4 		$147K Hold
1,820
– – 0.04% 75
2025
Q3 		$145K Hold
1,820
– – 0.04% 70
2025
Q2 		$137K Hold
1,820
– – 0.04% 73
2025
Q1 		$120K Hold
1,820
– – 0.04% 73
2024
Q4 		$115K Hold
1,820
– – 0.04% 78
2024
Q3 		$126K Sell
1,820
-80
-4% -$5.3K 0.04% 67
2024
Q2 		$126K Sell
1,900
-53
-3% -$3.44K 0.05% 64
2024
Q1 		$127K Sell
1,953
-47
-2% -$2.98K 0.05% 60
2023
Q4 		$128K Hold
2,000
– – 0.06% 63
2023
Q3 		$115K Hold
2,000
– – 0.06% 54
2023
Q2 		$119K Hold
2,000
– – 0.06% 56
2023
Q1 		$122K Hold
2,000
– – 0.07% 56
2022
Q4 		$116K Hold
2,000
– – 0.08% 56
2022
Q3 		$103K Hold
2,000
– – 0.08% 53
2022
Q2 		$117K Hold
2,000
– – 0.09% 47
2022
Q1 		$137K Hold
2,000
– – 0.1% 47
2021
Q4 		$147K Buy
+2,000
New +$147K 0.11% 47

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