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

Arcadia 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
Q1 		– Sell
-694
Closed -$43.5K – 63
2017
Q4 		$43.5K Buy
+694
New +$51.9K 0.04% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arcadia Investment Advisors's DLS Position: Q1 2018 in Review

Arcadia Investment Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2018, closing a stake of 694 shares — an estimated $43.5K sold.

Arcadia Investment Advisors first reported a position in DLS in Q4 2017 and held it in 1 quarter. The position peaked at $43.5K in Q4 2017. 191 funds tracked by Wall St. Rank hold DLS as of Q1 2018.

  • Arcadia Investment Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Arcadia Investment Advisors sold 694 WisdomTree International SmallCap Dividend Fund shares in Q1 2018, an estimated $43.5K.
  • Arcadia Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Arcadia Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $43.5K in Q4 2017.
  • 191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2018.

Based on Arcadia Investment Advisors's 13F filing for Q1 2018, filed 19 Dec 2024.