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

Simplicity Wealth’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
2024
Q3 		– Sell
-6,410
Closed -$407K – 677
2024
Q2 		$407K Hold
6,410
– – 0.01% 840
2024
Q1 		$418K Buy
+6,410
New +$406K 0.01% 800

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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 $26.6B AUM 22.97% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Simplicity Wealth's DLS Position: Q3 2024 in Review

Simplicity Wealth sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 6,410 shares — an estimated $407K sold.

Simplicity Wealth first reported a position in DLS in Q1 2024 and held it in 2 quarters. The position peaked at $418K in Q1 2024. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

  • Simplicity Wealth reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,410 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $407K.
  • Simplicity Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's WisdomTree International SmallCap Dividend Fund position peaked at $418K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.