1834 Investment Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

1834 Investment 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
2018 Q3	–	Sell	-1,844	Closed	-$133K	–	404
2018 Q2	$133K	Buy	1,844 +30	+2%	+$2.28K	0.02%	205
2018 Q1	$139K	Buy	1,814 +16	+0.9%	+$1.25K	0.02%	194
2017 Q4	$138K	Buy	+1,798	New	+$135K	0.02%	208

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1834 Investment Advisors's DLS Position: Q3 2018 in Review

1834 Investment Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2018, closing a stake of 1,844 shares — an estimated $133K sold.

1834 Investment Advisors first reported a position in DLS in Q4 2017 and held it in 3 quarters. The position peaked at $139K in Q1 2018. 203 funds tracked by Wall St. Rank hold DLS as of Q3 2018.

1834 Investment Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
1834 Investment Advisors sold 1,844 WisdomTree International SmallCap Dividend Fund shares in Q3 2018, an estimated $133K.
1834 Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 3 quarters.
1834 Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $139K in Q1 2018.
203 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.