Urban Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Urban Wealth Management’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
2022 Q2	$12K	Buy	+200	New	+$12.8K	0.04%	189

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Urban Wealth Management's DLS Position: Q2 2022 in Review

Urban Wealth Management opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2022: 200 shares worth $12K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings.

205 funds tracked by Wall St. Rank hold DLS as of Q2 2022.

Urban Wealth Management held 200 shares of WisdomTree International SmallCap Dividend Fund worth $12K as of Q2 2022.
WisdomTree International SmallCap Dividend Fund was a new Urban Wealth Management position in Q2 2022.
WisdomTree International SmallCap Dividend Fund made up 0.04% of Urban Wealth Management's portfolio in Q2 2022, its #189 holding.
205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.