Oxinas Partners Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Oxinas Partners Wealth Management’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	-7,357	Closed	-$467K	–	120
2024 Q2	$467K	Buy	7,357 +3,184	+76%	+$207K	0.31%	72
2024 Q1	$272K	Buy	4,173 +650	+18%	+$41.2K	0.18%	102
2023 Q4	$225K	Buy	3,523 +1	+0%	+$59	0.16%	105
2023 Q3	$202K	Buy	+3,522	New	+$211K	0.15%	110

Other funds holding DLS

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

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

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 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

Oxinas Partners Wealth Management's DLS Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 7,357 shares — an estimated $467K sold.

Oxinas Partners Wealth Management first reported a position in DLS in Q3 2023 and held it in 4 quarters. The position peaked at $467K in Q2 2024. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

Oxinas Partners Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 7,357 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $467K.
Oxinas Partners Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2023 and held it in 4 quarters.
Oxinas Partners Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $467K in Q2 2024.
185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.