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 $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

Bank of America

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

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return