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Autus Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Autus Asset 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
2015
Q3 		– Sell
-3,340
Closed -$202K – 129
2015
Q2 		$202K Buy
+3,340
New +$208K 0.06% 137

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Autus Asset Management's DLS Position: Q3 2015 in Review

Autus Asset Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2015, closing a stake of 3,340 shares — an estimated $202K sold.

Autus Asset Management first reported a position in DLS in Q2 2015 and held it in 1 quarter. The position peaked at $202K in Q2 2015. 118 funds tracked by Wall St. Rank hold DLS as of Q3 2015.

  • Autus Asset Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Autus Asset Management sold 3,340 WisdomTree International SmallCap Dividend Fund shares in Q3 2015, an estimated $202K.
  • Autus Asset Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2015 and held it in 1 quarter.
  • Autus Asset Management's WisdomTree International SmallCap Dividend Fund position peaked at $202K in Q2 2015.
  • 118 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2015.

Based on Autus Asset Management's 13F filing for Q3 2015, filed 10 Nov 2015.