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RDA Financial Network’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

RDA Financial Network’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
2022
Q1 		– Sell
-11,088
Closed -$817K – 234
2021
Q4 		$817K Sell
11,088
-102
-0.9% -$7.51K 0.33% 77
2021
Q3 		$831K Buy
11,190
+1
+0% +$76 0.37% 71
2021
Q2 		$836K Buy
11,189
+171
+2% +$12.9K 0.37% 69
2021
Q1 		$796K Buy
11,018
+144
+1% +$10.2K 0.34% 77
2020
Q4 		$741K Sell
10,874
-12
-0.1% -$763 0.33% 82
2020
Q3 		$652K Buy
10,886
+1,931
+22% +$114K 0.3% 89
2020
Q2 		$498K Buy
8,955
+245
+3% +$13K 0.25% 99
2020
Q1 		$418K Buy
8,710
+605
+7% +$37.7K 0.25% 95
2019
Q4 		$558K Buy
8,105
+275
+4% +$18.5K 0.23% 110
2019
Q3 		$533K Sell
7,830
-154
-2% -$9.73K 0.23% 106
2019
Q2 		$522K Buy
7,984
+333
+4% +$22K 0.24% 109
2019
Q1 		$519K Buy
+7,651
New +$496K 0.25% 99

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

RDA Financial Network's DLS Position: Q1 2022 in Review

RDA Financial Network sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2022, closing a stake of 11,088 shares — an estimated $817K sold.

RDA Financial Network first reported a position in DLS in Q1 2019 and held it in 12 quarters. The position peaked at $836K in Q2 2021. 207 funds tracked by Wall St. Rank hold DLS as of Q1 2022.

  • RDA Financial Network reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • RDA Financial Network sold 11,088 WisdomTree International SmallCap Dividend Fund shares in Q1 2022, an estimated $817K.
  • RDA Financial Network first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2019 and held it in 12 quarters.
  • RDA Financial Network's WisdomTree International SmallCap Dividend Fund position peaked at $836K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2022.

Based on RDA Financial Network's 13F filing for Q1 2022, filed 12 Apr 2022.