TS Financial Group (TSFG)’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

TS Financial Group (TSFG)’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 Q1	–	Sell	-254	Closed	-$16K	–	796
2023 Q4	$16K	Hold	254	–	–	0.01%	429
2023 Q3	$15K	Hold	254	–	–	0.01%	450
2023 Q2	$15K	Hold	254	–	–	0.01%	453
2023 Q1	$15K	Hold	254	–	–	0.01%	443
2022 Q4	$15K	Hold	254	–	–	0.01%	451
2022 Q3	$13K	Hold	254	–	–	0.01%	465
2022 Q2	$15K	Hold	254	–	–	0.01%	453
2022 Q1	$17K	Hold	254	–	–	0.01%	446
2021 Q4	$19K	Hold	254	–	–	0.01%	442
2021 Q3	$19K	Buy	+254	New	+$19.3K	0.01%	437

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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