NNP
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Nachman Norwood & Parrott’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-450
Closed -$27K – 456
2020
Q3 		$27K Buy
+450
New +$26.5K ﹤0.01% 556

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Nachman Norwood & Parrott's DLS Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2020, closing a stake of 450 shares — an estimated $27K sold.

Nachman Norwood & Parrott first reported a position in DLS in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 197 funds tracked by Wall St. Rank hold DLS as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 450 WisdomTree International SmallCap Dividend Fund shares in Q4 2020, an estimated $27K.
  • Nachman Norwood & Parrott first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's WisdomTree International SmallCap Dividend Fund position peaked at $27K in Q3 2020.
  • 197 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.