Calton & Associates’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Calton & Associates’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,863	Closed	-$64K	–	535
2017 Q4	$64K	Buy	+1,863	New	+$60.8K	0.02%	606

Other funds holding DDLS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Calton & Associates's DDLS Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2018, closing a stake of 1,863 shares — an estimated $64K sold.

Calton & Associates first reported a position in DDLS in Q4 2017 and held it in 1 quarter. The position peaked at $64K in Q4 2017. 6 funds tracked by Wall St. Rank hold DDLS as of Q1 2018.

Calton & Associates reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,863 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2018, an estimated $64K.
Calton & Associates first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $64K in Q4 2017.
6 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.