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

CT 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
2017 Q1	$6.95K	Hold	106	–	–	﹤0.01%	484
2016 Q4	$6.37K	Buy	106 +1	+1%	+$60	﹤0.01%	490
2016 Q3	$6.46K	Hold	105	–	–	﹤0.01%	480
2016 Q2	$5.87K	Sell	105 -205	-66%	-$12.1K	﹤0.01%	488
2016 Q1	$18.2K	Buy	310 +1	+0.3%	+$55	0.01%	382
2015 Q4	$18K	Buy	309 +2	+0.7%	+$116	0.01%	394
2015 Q3	$16.9K	Buy	307 +2	+0.7%	+$117	0.01%	402
2015 Q2	$18.4K	Buy	305 +2	+0.7%	+$125	0.01%	403
2015 Q1	$17.9K	Buy	303 +1	+0.3%	+$58	0.01%	405
2014 Q4	$16.8K	Buy	+302	New	+$17.2K	0.01%	332
2014 Q1	$17.9K	Buy	+303	New	+$19.2K	0.01%	405

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WSTAM

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

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

SEIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CT Financial Advisors's DLS Position: Q1 2017 in Review

CT Financial Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q1 2017 at 106 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

CT Financial Advisors first reported a position in DLS in Q1 2014 and has held it in 11 quarters since. The position peaked at $18.4K in Q2 2015. 134 funds tracked by Wall St. Rank hold DLS as of Q1 2017.

CT Financial Advisors held 106 shares of WisdomTree International SmallCap Dividend Fund worth $6.95K as of Q1 2017.
CT Financial Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q1 2017.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #484 holding.
CT Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $18.4K in Q2 2015.
134 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.