Financial Advocates Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-263	Closed	-$20K	–	493
2017 Q4	$20K	Buy	+263	New	+$19.7K	﹤0.01%	485

Other funds holding DLS

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

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 $666B AUM 30.12% 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

WSTAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's DLS Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2018, closing a stake of 263 shares — an estimated $20K sold.

Financial Advocates Investment Management first reported a position in DLS in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 191 funds tracked by Wall St. Rank hold DLS as of Q1 2018.

Financial Advocates Investment Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 263 WisdomTree International SmallCap Dividend Fund shares in Q1 2018, an estimated $20K.
Financial Advocates Investment Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
Financial Advocates Investment Management's WisdomTree International SmallCap Dividend Fund position peaked at $20K in Q4 2017.
191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.