TIP
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Tandem Investment Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Tandem Investment Partners’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
2026
Q1 		$625K Sell
7,670
-20,055
-72% -$1.7M 0.53% 43
2025
Q4 		$2.25M Buy
27,725
+305
+1% +$24.1K 1.89% 20
2025
Q3 		$2.18M Sell
27,420
-875
-3% -$68.1K 1.79% 21
2025
Q2 		$2.13M Buy
28,295
+705
+3% +$49.4K 1.85% 20
2025
Q1 		$1.82M Buy
27,590
+55
+0.2% +$3.58K 1.8% 19
2024
Q4 		$1.73M Buy
+27,535
New +$1.79M 1.66% 19

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SC
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BW
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Bank of America
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LI
LRI Investments Palm Beach Gardens, Florida $1.13B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return