Camarda Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Camarda Financial 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	-206	Closed	-$16K	–	173
2017 Q4	$16K	Sell	206 -3,623	-95%	-$271K	0.02%	148
2017 Q3	$283K	Sell	3,829 -1,959	-34%	-$141K	0.3%	68
2017 Q2	$402K	Sell	5,788 -4,347	-43%	-$297K	0.43%	58
2017 Q1	$664K	Sell	10,135 -18,400	-64%	-$1.17M	0.65%	47
2016 Q4	$1.71M	Sell	28,535 -13,889	-33%	-$833K	1.16%	26
2016 Q3	$2.6M	Buy	42,424 +36,448	+610%	+$2.17M	1.59%	14
2016 Q2	$335K	Buy	+5,976	New	+$353K	0.21%	84

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Camarda Financial Advisors's DLS Position: Q1 2018 in Review

Camarda Financial Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2018, closing a stake of 206 shares — an estimated $16K sold.

Camarda Financial Advisors first reported a position in DLS in Q2 2016 and held it in 7 quarters. The position peaked at $2.6M in Q3 2016. 191 funds tracked by Wall St. Rank hold DLS as of Q1 2018.

Camarda Financial Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Camarda Financial Advisors sold 206 WisdomTree International SmallCap Dividend Fund shares in Q1 2018, an estimated $16K.
Camarda Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2016 and held it in 7 quarters.
Camarda Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $2.6M in Q3 2016.
191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2018.

Based on Camarda Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.