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My Legacy Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

My Legacy 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
2024
Q3 		– Sell
-7,138
Closed -$453K – 202
2024
Q2 		$453K Sell
7,138
-2,367
-25% -$154K 0.14% 154
2024
Q1 		$620K Sell
9,505
-645
-6% -$40.9K 0.21% 136
2023
Q4 		$638K Buy
10,150
+6,482
+177% +$379K 0.23% 130
2023
Q3 		$203K Sell
3,668
-1,216
-25% -$72.7K 0.08% 196
2023
Q2 		$303K Buy
4,884
+608
+14% +$37.1K 0.12% 181
2023
Q1 		$259K Buy
4,276
+924
+28% +$56.6K 0.11% 190
2022
Q4 		$210K Buy
+3,352
New +$186K 0.09% 200

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

My Legacy Advisors's DLS Position: Q3 2024 in Review

My Legacy Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 7,138 shares — an estimated $453K sold.

My Legacy Advisors first reported a position in DLS in Q4 2022 and held it in 7 quarters. The position peaked at $638K in Q4 2023. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

  • My Legacy Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • My Legacy Advisors sold 7,138 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $453K.
  • My Legacy Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and held it in 7 quarters.
  • My Legacy Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $638K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.