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 $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

True Wealth Design's DLS Position: Q3 2024 in Review

True Wealth Design sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 10,903 shares — an estimated $692K sold.

True Wealth Design first reported a position in DLS in Q4 2022 and held it in 7 quarters. The position peaked at $754K in Q4 2022. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

True Wealth Design reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 10,903 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $692K.
True Wealth Design first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and held it in 7 quarters.
True Wealth Design's WisdomTree International SmallCap Dividend Fund position peaked at $754K in Q4 2022.
185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.