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

Destination 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
2018 Q4	–	Sell	-470	Closed	-$33K	–	554
2018 Q3	$33K	Buy	+470	New	+$33.6K	﹤0.01%	348
2018 Q2	–	Sell	-575	Closed	-$44K	–	538
2018 Q1	$44K	Buy	+575	New	+$44.7K	﹤0.01%	268

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Destination Wealth Management's DLS Position: Q4 2018 in Review

Destination Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2018, closing a stake of 470 shares — an estimated $33K sold.

Destination Wealth Management first reported a position in DLS in Q1 2018 and held it in 2 quarters. The position peaked at $44K in Q1 2018. 204 funds tracked by Wall St. Rank hold DLS as of Q4 2018.

Destination Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 470 WisdomTree International SmallCap Dividend Fund shares in Q4 2018, an estimated $33K.
Destination Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2018 and held it in 2 quarters.
Destination Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $44K in Q1 2018.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.