RFG
DLS icon

REAP Financial Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

REAP Financial Group’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
2026
Q1 		$3.59K Hold
44
– – ﹤0.01% 459
2025
Q4 		$3.56K Hold
44
– – ﹤0.01% 466
2025
Q3 		$3.5K Sell
44
-7
-14% -$545 ﹤0.01% 439
2025
Q2 		$3.83K Hold
51
– – ﹤0.01% 428
2025
Q1 		$3.37K Buy
51
+3
+6% +$195 ﹤0.01% 459
2024
Q4 		$3.02K Sell
48
-2
-4% -$130 ﹤0.01% 482
2024
Q3 		$3.45K Sell
50
-8,936
-99% -$592K ﹤0.01% 487
2024
Q2 		$570K Sell
8,986
-997
-10% -$64.7K 0.15% 75
2024
Q1 		$651K Sell
9,983
-1,624
-14% -$103K 0.18% 80
2023
Q4 		$741K Buy
+11,607
New +$679K 0.22% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return