Wescott Financial Advisory Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Wescott Financial Advisory Group’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
2025 Q1	–	Sell	-4,429	Closed	-$279K	–	174
2024 Q4	$279K	Sell	4,429 -3,895	-47%	-$254K	0.03%	148
2024 Q3	$575K	Sell	8,324 -749	-8%	-$49.6K	0.06%	106
2024 Q2	$576K	Sell	9,073 -996	-10%	-$64.6K	0.07%	107
2024 Q1	$657K	Sell	10,069 -1,905	-16%	-$121K	0.08%	94
2023 Q4	$765K	Sell	11,974 -1,105	-8%	-$64.7K	0.11%	81
2023 Q3	$752K	Sell	13,079 -1,554	-11%	-$92.9K	0.14%	76
2023 Q2	$870K	Sell	14,633 -739	-5%	-$45.1K	0.15%	78
2023 Q1	$937K	Sell	15,372 -2,294	-13%	-$141K	0.2%	70
2022 Q4	$1.02M	Sell	17,666 -1,796	-9%	-$99.8K	0.22%	62
2022 Q3	$1M	Sell	19,462 -1,202	-6%	-$70K	0.28%	51
2022 Q2	$1.21M	Sell	20,664 -1,535	-7%	-$98.1K	0.33%	47
2022 Q1	$1.52M	Buy	+22,199	New	+$1.56M	0.39%	42

Other funds holding DLS

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wescott Financial Advisory Group's DLS Position: Q1 2025 in Review

Wescott Financial Advisory Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2025, closing a stake of 4,429 shares — an estimated $279K sold.

Wescott Financial Advisory Group first reported a position in DLS in Q1 2022 and held it in 12 quarters. The position peaked at $1.52M in Q1 2022. 190 funds tracked by Wall St. Rank hold DLS as of Q1 2025.

Wescott Financial Advisory Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Wescott Financial Advisory Group sold 4,429 WisdomTree International SmallCap Dividend Fund shares in Q1 2025, an estimated $279K.
Wescott Financial Advisory Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2022 and held it in 12 quarters.
Wescott Financial Advisory Group's WisdomTree International SmallCap Dividend Fund position peaked at $1.52M in Q1 2022.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.