Sowell Financial Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-200	Closed	-$15K	–	1073
2021 Q1	$15K	Hold	200	–	–	﹤0.01%	2149
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	1879
2020 Q3	$12K	Sell	200 -111	-36%	-$6.53K	﹤0.01%	1745
2020 Q2	$17K	Hold	311	–	–	﹤0.01%	1510
2020 Q1	$15K	Buy	311 +111	+56%	+$6.92K	﹤0.01%	1473
2019 Q4	$14K	Sell	200 -309	-61%	-$20.8K	﹤0.01%	1560
2019 Q3	$32K	Buy	+509	New	+$32.2K	﹤0.01%	1121

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return