Smart Money Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Smart Money 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 Q3	–	Sell	-9,713	Closed	-$540K	–	66
2021 Q2	$540K	Buy	+9,713	New	+$734K	0.62%	25
2020 Q3	–	Sell	-27,495	Closed	-$1.53M	–	92
2020 Q2	$1.53M	Buy	27,495 +488	+2%	+$25.8K	0.9%	34
2020 Q1	$1.3M	Buy	27,007 +1,217	+5%	+$75.8K	0.91%	37
2019 Q4	$1.83M	Buy	25,790 +7,840	+44%	+$529K	1.07%	25
2019 Q3	$1.14M	Sell	17,950 -69	-0.4%	-$4.36K	0.92%	36
2019 Q2	$1.17M	Sell	18,019 -2,974	-14%	-$196K	0.97%	36
2019 Q1	$1.38M	Buy	+20,993	New	+$1.36M	1.21%	26

Other funds holding DLS

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SWM

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

Smart Money Group's DLS Position: Q3 2021 in Review

Smart Money Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2021, closing a stake of 9,713 shares — an estimated $540K sold.

Smart Money Group first reported a position in DLS in Q1 2019 and held it in 7 quarters. The position peaked at $1.83M in Q4 2019. 190 funds tracked by Wall St. Rank hold DLS as of Q3 2021.

Smart Money Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Smart Money Group sold 9,713 WisdomTree International SmallCap Dividend Fund shares in Q3 2021, an estimated $540K.
Smart Money Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2019 and held it in 7 quarters.
Smart Money Group's WisdomTree International SmallCap Dividend Fund position peaked at $1.83M in Q4 2019.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2021.

Based on Smart Money Group's 13F filing for Q3 2021, filed 29 Oct 2021.