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Northwest Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Northwest Financial 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
Q4 		– Sell
-94
Closed -$6.49K – 209
2024
Q3 		$6.49K Buy
+94
New +$6.23K 0.01% 425
2024
Q1 		– Sell
-94
Closed -$6K – 188
2023
Q4 		$6K Buy
+94
New +$5.5K 0.01% 424

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
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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwest Financial Advisors's DLS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2024, closing a stake of 94 shares — an estimated $6.49K sold.

Northwest Financial Advisors first reported a position in DLS in Q4 2023 and held it in 2 quarters. The position peaked at $6.49K in Q3 2024. 196 funds tracked by Wall St. Rank hold DLS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 94 WisdomTree International SmallCap Dividend Fund shares in Q4 2024, an estimated $6.49K.
  • Northwest Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $6.49K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.