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The Family Firm’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-835
Closed -$53K – 361
2024
Q2 		$53K Buy
+835
New +$54.2K 0.01% 389

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
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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

The Family Firm's DLS Position: Q3 2024 in Review

The Family Firm sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 835 shares — an estimated $53K sold.

The Family Firm first reported a position in DLS in Q2 2024 and held it in 1 quarter. The position peaked at $53K in Q2 2024. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

  • The Family Firm reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 835 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $53K.
  • The Family Firm first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • The Family Firm's WisdomTree International SmallCap Dividend Fund position peaked at $53K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.