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

Alera 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
2019
Q2 		– Sell
-922
Closed -$61K – 321
2019
Q1 		$61K Sell
922
-146
-14% -$9.46K 0.03% 141
2018
Q4 		$64K Buy
+1,068
New +$69.2K 0.04% 149

Other funds holding DLS

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alera Investment Advisors's DLS Position: Q2 2019 in Review

Alera Investment Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2019, closing a stake of 922 shares — an estimated $61K sold.

Alera Investment Advisors first reported a position in DLS in Q4 2018 and held it in 2 quarters. The position peaked at $64K in Q4 2018. 202 funds tracked by Wall St. Rank hold DLS as of Q2 2019.

  • Alera Investment Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 922 WisdomTree International SmallCap Dividend Fund shares in Q2 2019, an estimated $61K.
  • Alera Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $64K in Q4 2018.
  • 202 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.