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Archford Capital Strategies’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Archford Capital Strategies’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
2014
Q4 		– Sell
-336
Closed -$20K – 735
2014
Q3 		$20K Buy
336
+99
+42% +$6.27K 0.02% 295
2014
Q2 		$15.4K Buy
+237
New +$15.4K 0.01% 351

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Archford Capital Strategies's DLS Position: Q4 2014 in Review

Archford Capital Strategies sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2014, closing a stake of 336 shares — an estimated $20K sold.

Archford Capital Strategies first reported a position in DLS in Q2 2014 and held it in 2 quarters. The position peaked at $20K in Q3 2014. 114 funds tracked by Wall St. Rank hold DLS as of Q4 2014.

  • Archford Capital Strategies reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 336 WisdomTree International SmallCap Dividend Fund shares in Q4 2014, an estimated $20K.
  • Archford Capital Strategies first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2014 and held it in 2 quarters.
  • Archford Capital Strategies's WisdomTree International SmallCap Dividend Fund position peaked at $20K in Q3 2014.
  • 114 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2014.

Based on Archford Capital Strategies's 13F filing for Q4 2014, filed 3 Feb 2015.