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Wealthspire Advisors (Maryland)’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-8,693
Closed -$484K – 505
2020
Q2 		$484K Buy
8,693
+12
+0.1% +$635 0.03% 264
2020
Q1 		$417K Sell
8,681
-2,508
-22% -$156K 0.04% 258
2019
Q4 		$796K Buy
11,189
+31
+0.3% +$2.09K 0.05% 203
2019
Q3 		$709K Sell
11,158
-1,458
-12% -$92.1K 0.05% 199
2019
Q2 		$820K Buy
12,616
+57
+0.5% +$3.76K 0.06% 160
2019
Q1 		$827K Sell
12,559
-61
-0.5% -$3.95K 0.06% 158
2018
Q4 		$761K Sell
12,620
-1,889
-13% -$122K 0.07% 154
2018
Q3 		$1.03M Sell
14,509
-235
-2% -$16.8K 0.09% 133
2018
Q2 		$1.06M Buy
14,744
+81
+0.6% +$6.17K 0.1% 123
2018
Q1 		$1.12M Buy
14,663
+947
+7% +$73.7K 0.11% 112
2017
Q4 		$1.05M Sell
13,716
-111
-0.8% -$8.3K 0.1% 129
2017
Q3 		$1.02M Buy
13,827
+6,501
+89% +$468K 0.11% 126
2017
Q2 		$509K Buy
+7,326
New +$501K 0.06% 226

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DLS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2020, closing a stake of 8,693 shares — an estimated $484K sold.

Wealthspire Advisors (Maryland) first reported a position in DLS in Q2 2017 and held it in 13 quarters. The position peaked at $1.12M in Q1 2018. 173 funds tracked by Wall St. Rank hold DLS as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,693 WisdomTree International SmallCap Dividend Fund shares in Q3 2020, an estimated $484K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2017 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s WisdomTree International SmallCap Dividend Fund position peaked at $1.12M in Q1 2018.
  • 173 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.