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

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

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

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

3LCM

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

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

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

MHS

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

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

Wealthcare Advisory Partners's DLS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2021, closing a stake of 306 shares — an estimated $22K sold.

Wealthcare Advisory Partners first reported a position in DLS in Q2 2017 and held it in 13 quarters. The position peaked at $39K in Q1 2018. 190 funds tracked by Wall St. Rank hold DLS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 306 WisdomTree International SmallCap Dividend Fund shares in Q2 2021, an estimated $22K.
Wealthcare Advisory Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2017 and held it in 13 quarters.
Wealthcare Advisory Partners's WisdomTree International SmallCap Dividend Fund position peaked at $39K in Q1 2018.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.