Snowden Capital Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Snowden Capital Advisors’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
2022 Q1	–	Sell	-657	Closed	-$48K	–	1294
2021 Q4	$48K	Buy	+657	New	+$48.4K	﹤0.01%	1047
2018 Q3	–	Sell	-2,785	Closed	-$200K	–	489
2018 Q2	$200K	Buy	2,785 +14	+0.5%	+$1.07K	0.03%	425
2018 Q1	$212K	Buy	2,771 +11	+0.4%	+$856	0.03%	361
2017 Q4	$212K	Buy	+2,760	New	+$207K	0.03%	379

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SWM

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

Snowden Capital Advisors's DLS Position: Q1 2022 in Review

Snowden Capital Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2022, closing a stake of 657 shares — an estimated $48K sold.

Snowden Capital Advisors first reported a position in DLS in Q4 2017 and held it in 4 quarters. The position peaked at $212K in Q4 2017. 207 funds tracked by Wall St. Rank hold DLS as of Q1 2022.

Snowden Capital Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 657 WisdomTree International SmallCap Dividend Fund shares in Q1 2022, an estimated $48K.
Snowden Capital Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
Snowden Capital Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $212K in Q4 2017.
207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.