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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSI Advisors's DLS Position: Q1 2025 in Review

PSI Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2025, closing a stake of 15 shares — an estimated $944 sold.

PSI Advisors first reported a position in DLS in Q2 2022 and held it in 11 quarters. The position peaked at $4K in Q3 2022. 190 funds tracked by Wall St. Rank hold DLS as of Q1 2025.

PSI Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 15 WisdomTree International SmallCap Dividend Fund shares in Q1 2025, an estimated $944.
PSI Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2022 and held it in 11 quarters.
PSI Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $4K in Q3 2022.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.