Carroll Financial Associates’s WisdomTree International Hedged SmallCap Dividend Fund HDLS Stock Holding History

Carroll Financial Associates’s Portfolio HDLS Stock Details HDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,743	Closed	-$263K	–	1280
2016 Q4	$263K	Buy	10,743 +2,213	+26%	+$53.2K	0.04%	211
2016 Q3	$200K	Buy	8,530 +1,816	+27%	+$41.3K	0.03%	240
2016 Q2	$146K	Buy	6,714 +4,594	+217%	+$104K	0.02%	276
2016 Q1	$48K	Buy	2,120 +869	+69%	+$19K	0.01%	438
2015 Q4	$28K	Buy	1,251 +831	+198%	+$19.2K	0.01%	509
2015 Q3	$9K	Buy	+420	New	+$9.58K	﹤0.01%	749

Carroll Financial Associates's HDLS Position: Q1 2017 in Review

Carroll Financial Associates sold out of WisdomTree International Hedged SmallCap Dividend Fund (HDLS) in Q1 2017, closing a stake of 10,743 shares — an estimated $263K sold.

Carroll Financial Associates first reported a position in HDLS in Q3 2015 and held it in 6 quarters. The position peaked at $263K in Q4 2016. 0 funds tracked by Wall St. Rank hold HDLS as of Q1 2017.

Carroll Financial Associates reported no remaining WisdomTree International Hedged SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
Carroll Financial Associates sold 10,743 WisdomTree International Hedged SmallCap Dividend Fund shares in Q1 2017, an estimated $263K.
Carroll Financial Associates first reported a position in WisdomTree International Hedged SmallCap Dividend Fund in Q3 2015 and held it in 6 quarters.
Carroll Financial Associates's WisdomTree International Hedged SmallCap Dividend Fund position peaked at $263K in Q4 2016.
0 funds tracked by Wall St. Rank held WisdomTree International Hedged SmallCap Dividend Fund as of Q1 2017.

Based on Carroll Financial Associates's 13F filing for Q1 2017, filed 11 Apr 2017.