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Wealthcare Advisory Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-306
Closed -$22K – 863
2021
Q1 		$22K Buy
+306
New +$21.6K ﹤0.01% 1168
2020
Q2 		– Sell
-330
Closed -$16K – 560
2020
Q1 		$16K Buy
330
+2
+0.6% +$125 ﹤0.01% 790
2019
Q4 		$23K Buy
328
+156
+91% +$10.5K ﹤0.01% 726
2019
Q3 		$11K Buy
172
+1
+0.6% +$63 ﹤0.01% 890
2019
Q2 		$11K Sell
171
-347
-67% -$22.9K ﹤0.01% 876
2019
Q1 		$34K Hold
518
– – 0.01% 544
2018
Q4 		$31K Buy
518
+1
+0.2% +$65 0.01% 537
2018
Q3 		$37K Buy
517
+1
+0.2% +$71 0.01% 539
2018
Q2 		$37K Buy
516
+2
+0.4% +$152 0.01% 521
2018
Q1 		$39K Hold
514
– – 0.01% 445
2017
Q4 		$39K Buy
514
+1
+0.2% +$75 0.01% 415
2017
Q3 		$38K Buy
513
+123
+32% +$8.85K 0.01% 344
2017
Q2 		$27K Buy
+390
New +$26.7K 0.01% 57

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return