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Price Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Price Wealth’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
Q2 		– Sell
-15,380
Closed -$739K – 443
2020
Q1 		$739K Buy
+15,380
New +$958K 0.27% 37

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Price Wealth's DLS Position: Q2 2020 in Review

Price Wealth sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2020, closing a stake of 15,380 shares — an estimated $739K sold.

Price Wealth first reported a position in DLS in Q1 2020 and held it in 1 quarter. The position peaked at $739K in Q1 2020. 181 funds tracked by Wall St. Rank hold DLS as of Q2 2020.

  • Price Wealth reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 15,380 WisdomTree International SmallCap Dividend Fund shares in Q2 2020, an estimated $739K.
  • Price Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Price Wealth's WisdomTree International SmallCap Dividend Fund position peaked at $739K in Q1 2020.
  • 181 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.