Simplicity Solutions’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Simplicity Solutions’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
2023 Q4	$337K	Buy	+5,272	New	+$308K	0.01%	799

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Simplicity Solutions's DLS Position: Q4 2023 in Review

Simplicity Solutions opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2023: 5,272 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings.

206 funds tracked by Wall St. Rank hold DLS as of Q4 2023.

Simplicity Solutions held 5,272 shares of WisdomTree International SmallCap Dividend Fund worth $337K as of Q4 2023.
WisdomTree International SmallCap Dividend Fund was a new Simplicity Solutions position in Q4 2023.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #799 holding.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.