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WPA
Winning Points Advisors’s
WisdomTree International SmallCap Dividend Fund
DLS
Stock Holding History
Winning Points Advisors’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
2022
Q1
–
Sell
-6,216
Closed
-$405K
–
65
2021
Q4
$405K
Buy
+6,216
New
+$458K
0.3%
49
2020
Q1
–
Sell
-6,816
Closed
-$485K
–
67
2019
Q4
$485K
Buy
6,816
+300
+5%
+$20.2K
0.31%
51
2019
Q3
$413K
Buy
6,516
+300
+5%
+$19K
0.3%
49
2019
Q2
$405K
Hold
6,216
–
–
0.3%
49
2019
Q1
$409K
Hold
6,216
–
–
0.32%
51
2018
Q4
$375K
Buy
6,216
+200
+3%
+$13K
0.32%
52
2018
Q3
$428K
Buy
6,016
+710
+13%
+$50.7K
0.31%
50
2018
Q2
$381K
Hold
5,306
–
–
0.3%
52
2018
Q1
$402K
Buy
5,306
+56
+1%
+$4.36K
0.33%
54
2017
Q4
$402K
Hold
5,250
–
–
0.33%
55
2017
Q3
$388K
Buy
5,250
+200
+4%
+$14.4K
0.33%
52
2017
Q2
$349K
Buy
5,050
+1,100
+28%
+$75.3K
0.34%
52
2017
Q1
$259K
Buy
+3,950
New
+$252K
0.25%
58
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19.76%
1-Year Est. Return
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$1.41B AUM
13.81%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
3LCM
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$308M AUM
13.67%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
MHS
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$1.48B AUM
26.15%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
SWM
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Pewaukee, Wisconsin
$422M AUM
16.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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