True Wealth Design’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

True Wealth Design’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	-10,903	Closed	-$692K	–	1290
2024 Q2	$692K	Buy	10,903 +1	+0%	+$65	0.17%	98
2024 Q1	$711K	Sell	10,902 -25	-0.2%	-$1.58K	0.18%	97
2023 Q4	$698K	Buy	10,927 +1	+0%	+$59	0.2%	98
2023 Q3	$628K	Sell	10,926 -67	-0.6%	-$4.01K	0.21%	97
2023 Q2	$654K	Sell	10,993 -963	-8%	-$58.8K	0.24%	97
2023 Q1	$729K	Sell	11,956 -1,049	-8%	-$64.3K	0.31%	89
2022 Q4	$754K	Buy	+13,005	New	+$723K	0.35%	72

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return