WEC
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Winslow Evans & Crocker’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Winslow Evans & Crocker’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
Q4 		$29K Buy
+425
New +$27K 0.01% 706
2020
Q1 		– Sell
-140
Closed -$10K – 1133
2019
Q4 		$10K Hold
140
– – ﹤0.01% 815
2019
Q3 		$10K Hold
140
– – ﹤0.01% 801
2019
Q2 		$10K Hold
140
– – ﹤0.01% 818
2019
Q1 		$10K Hold
140
– – ﹤0.01% 810
2018
Q4 		$10K Sell
140
-56
-29% -$3.63K ﹤0.01% 764
2018
Q3 		$14K Hold
196
– – ﹤0.01% 731
2018
Q2 		$16K Buy
+196
New +$14.9K 0.01% 707

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return