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	–	1132
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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Winslow Evans & Crocker's DLS Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2020: 425 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in DLS as recently as Q4 2019.

Winslow Evans & Crocker first reported a position in DLS in Q2 2018 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold DLS as of Q4 2020.

Winslow Evans & Crocker held 425 shares of WisdomTree International SmallCap Dividend Fund worth $29K as of Q4 2020.
WisdomTree International SmallCap Dividend Fund was a new Winslow Evans & Crocker position in Q4 2020.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #706 holding.
Winslow Evans & Crocker first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2018 and has held it in 8 quarters since.
197 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.