TWP
DLS icon

Total Wealth Planning’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Total Wealth Planning’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
Q4 		– Sell
-3,276
Closed -$260K – 55
2025
Q3 		$260K Hold
3,276
– – 0.03% 101
2025
Q2 		$246K Sell
3,276
-393
-11% -$27.6K 0.03% 98
2025
Q1 		$242K Sell
3,669
-217
-6% -$14.1K 0.04% 87
2024
Q4 		$245K Sell
3,886
-217
-5% -$14.1K 0.04% 87
2024
Q3 		$283K Hold
4,103
– – 0.04% 82
2024
Q2 		$273K Hold
4,103
– – 0.04% 84
2024
Q1 		$268K Hold
4,103
– – 0.05% 86
2023
Q4 		$262K Hold
4,103
– – 0.05% 85
2023
Q3 		$236K Buy
+4,103
New +$245K 0.05% 83

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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 $1.37T AUM 24.88% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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