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Synergy Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Synergy Investment Management’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
2025
Q2 		– Sell
-252
Closed -$16.6K – 199
2025
Q1 		$16.6K Hold
252
– – 0.01% 335
2024
Q4 		$15.9K Buy
+252
New +$16.4K 0.01% 347

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Investment Management's DLS Position: Q2 2025 in Review

Synergy Investment Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2025, closing a stake of 252 shares — an estimated $16.6K sold.

Synergy Investment Management first reported a position in DLS in Q4 2024 and held it in 2 quarters. The position peaked at $16.6K in Q1 2025. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

  • Synergy Investment Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 252 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $16.6K.
  • Synergy Investment Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's WisdomTree International SmallCap Dividend Fund position peaked at $16.6K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.