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Platform Technology Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Platform Technology Partners’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 		$260K Hold
3,824
– – 0.13% 173
2020
Q3 		$229K Hold
3,824
– – 0.14% 156
2020
Q2 		$213K Buy
+3,824
New +$202K 0.15% 157

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 22.96% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Platform Technology Partners's DLS Position: Q4 2020 in Review

Platform Technology Partners held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q4 2020 at 3,824 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #173.

Platform Technology Partners first reported a position in DLS in Q2 2020 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold DLS as of Q4 2020.

  • Platform Technology Partners held 3,824 shares of WisdomTree International SmallCap Dividend Fund worth $260K as of Q4 2020.
  • Platform Technology Partners left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q4 2020.
  • WisdomTree International SmallCap Dividend Fund made up 0.13% of Platform Technology Partners's portfolio in Q4 2020, its #173 holding.
  • Platform Technology Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2020 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2020.

Based on Platform Technology Partners's 13F filing for Q4 2020, filed 9 Feb 2021.