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Safeguard Investment Advisory Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-3
Closed – – 229
2020
Q4 		$0 Buy
+3
New +$191 ﹤0.01% 725

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Safeguard Investment Advisory Group's DLS Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2021, closing a stake of 3 shares.

Safeguard Investment Advisory Group first reported a position in DLS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 193 funds tracked by Wall St. Rank hold DLS as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3 WisdomTree International SmallCap Dividend Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree International SmallCap Dividend Fund position peaked at $0 in Q4 2020.
  • 193 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.