RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2020 Q1	–	Sell	-1,042	Closed	-$74.1K	–	870
2019 Q4	$74.1K	Hold	1,042	–	–	0.03%	108
2019 Q3	$66.2K	Buy	+1,042	New	+$65.8K	0.02%	111
2014 Q4	–	Sell	-200	Closed	-$11.8K	–	754
2014 Q3	$11.8K	Buy	200 +1	+0.5%	+$63	0.01%	133
2014 Q2	$12.9K	Buy	199 +3	+2%	+$195	0.01%	122
2014 Q1	$12.7K	Buy	+196	New	+$12.4K	0.01%	120

Other funds holding DLS

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DLS Position: Q1 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2020, closing a stake of 1,042 shares — an estimated $74.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DLS in Q1 2014 and held it in 5 quarters. The position peaked at $74.1K in Q4 2019. 184 funds tracked by Wall St. Rank hold DLS as of Q1 2020.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,042 WisdomTree International SmallCap Dividend Fund shares in Q1 2020, an estimated $74.1K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2014 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's WisdomTree International SmallCap Dividend Fund position peaked at $74.1K in Q4 2019.
184 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2020, filed 27 Jul 2026.