Financial Gravity Companies’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Financial Gravity Companies’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	$25K	Buy	+393	New	+$25.5K	0.02%	451
2018 Q1	$24K	Buy	319 +47	+17%	+$3.66K	0.02%	491
2017 Q4	$22K	Buy	+272	New	+$20.4K	0.03%	468

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Financial Gravity Companies's DLS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2018: 393 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #451 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DLS as recently as Q1 2018.

Financial Gravity Companies first reported a position in DLS in Q4 2017 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold DLS as of Q4 2018.

Financial Gravity Companies held 393 shares of WisdomTree International SmallCap Dividend Fund worth $25K as of Q4 2018.
WisdomTree International SmallCap Dividend Fund was a new Financial Gravity Companies position in Q4 2018.
WisdomTree International SmallCap Dividend Fund made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #451 holding.
Financial Gravity Companies first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 3 quarters since.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.