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

PSI 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
2025
Q1 		– Sell
-15
Closed -$944 – 787
2024
Q4 		$944 Hold
15
– – ﹤0.01% 783
2024
Q3 		$1.04K Hold
15
– – ﹤0.01% 779
2024
Q2 		$952 Hold
15
– – ﹤0.01% 763
2024
Q1 		$978 Hold
15
– – ﹤0.01% 704
2023
Q4 		$958 Hold
15
– – ﹤0.01% 771
2023
Q3 		$862 Hold
15
– – ﹤0.01% 749
2023
Q2 		$892 Hold
15
– – ﹤0.01% 735
2023
Q1 		$914 Hold
15
– – ﹤0.01% 679
2022
Q4 		$869 Sell
15
-56
-79% -$3.11K ﹤0.01% 673
2022
Q3 		$4K Hold
71
– – ﹤0.01% 549
2022
Q2 		$4K Buy
+71
New +$4.54K ﹤0.01% 595

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return