Concert Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-888	Closed	-$54K	–	554
2016 Q3	$54K	Buy	+888	New	+$52.8K	0.01%	806

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

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

Concert Wealth Management's DLS Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2016, closing a stake of 888 shares — an estimated $54K sold.

Concert Wealth Management first reported a position in DLS in Q3 2016 and held it in 1 quarter. The position peaked at $54K in Q3 2016. 130 funds tracked by Wall St. Rank hold DLS as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 888 WisdomTree International SmallCap Dividend Fund shares in Q4 2016, an estimated $54K.
Concert Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $54K in Q3 2016.
130 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.