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RMR Wealth Builders’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-538
Closed -$39K – 306
2021
Q1 		$39K Buy
+538
New +$38.1K 0.01% 403

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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

RMR Wealth Builders's DLS Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2021, closing a stake of 538 shares — an estimated $39K sold.

RMR Wealth Builders first reported a position in DLS in Q1 2021 and held it in 1 quarter. The position peaked at $39K in Q1 2021. 190 funds tracked by Wall St. Rank hold DLS as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 538 WisdomTree International SmallCap Dividend Fund shares in Q2 2021, an estimated $39K.
  • RMR Wealth Builders first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree International SmallCap Dividend Fund position peaked at $39K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.