Aevitas Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-438	Closed	-$28K	–	159
2019 Q1	$28K	Buy	438 +1	+0.2%	+$65	0.02%	232
2018 Q4	$26K	Buy	437 +4	+0.9%	+$259	0.03%	227
2018 Q3	$31K	Buy	433 +2	+0.5%	+$143	0.03%	242
2018 Q2	$31K	Buy	431 +7	+2%	+$533	0.03%	236
2018 Q1	$32K	Buy	424 +1	+0.2%	+$78	0.03%	213
2017 Q4	$32K	Buy	+423	New	+$31.6K	0.03%	216

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

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

3AM

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Aevitas Wealth Management's DLS Position: Q2 2019 in Review

Aevitas Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2019, closing a stake of 438 shares — an estimated $28K sold.

Aevitas Wealth Management first reported a position in DLS in Q4 2017 and held it in 6 quarters. The position peaked at $32K in Q1 2018. 202 funds tracked by Wall St. Rank hold DLS as of Q2 2019.

Aevitas Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 438 WisdomTree International SmallCap Dividend Fund shares in Q2 2019, an estimated $28K.
Aevitas Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $32K in Q1 2018.
202 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.