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

Redmont Wealth 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
Q4 		$3.4K Hold
42
– – 0.01% 271
2025
Q3 		$3.34K Hold
42
– – ﹤0.01% 280
2025
Q2 		$3.15K Hold
42
– – ﹤0.01% 280
2025
Q1 		$2.77K Buy
+42
New +$2.74K 0.01% 152
2024
Q4 		– Sell
-42
Closed -$2.9K – 136
2024
Q3 		$2.9K Hold
42
– – ﹤0.01% 295
2024
Q2 		$2.66K Buy
+42
New +$2.72K ﹤0.01% 305
2022
Q2 		– Sell
-3,355
Closed -$230K – 113
2022
Q1 		$230K Hold
3,355
– – 0.24% 94
2021
Q4 		$247K Buy
+3,355
New +$247K 0.27% 84

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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