FinTrust Investment Advisory Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

FinTrust Investment Advisory Services’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	$204K	Hold	2,673	–	–	0.19%	114
2017 Q4	$205K	Buy	+2,673	New	+$200K	0.18%	114

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return

FinTrust Investment Advisory Services's DLS Position: Q1 2018 in Review

FinTrust Investment Advisory Services held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q1 2018 at 2,673 shares worth $204K. The position accounts for 0.19% of the portfolio, ranked #114.

FinTrust Investment Advisory Services first reported a position in DLS in Q4 2017 and has held it in 2 quarters since. The position peaked at $205K in Q4 2017. 191 funds tracked by Wall St. Rank hold DLS as of Q1 2018.

FinTrust Investment Advisory Services held 2,673 shares of WisdomTree International SmallCap Dividend Fund worth $204K as of Q1 2018.
FinTrust Investment Advisory Services left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q1 2018.
WisdomTree International SmallCap Dividend Fund made up 0.19% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #114 holding.
FinTrust Investment Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 2 quarters since.
FinTrust Investment Advisory Services's WisdomTree International SmallCap Dividend Fund position peaked at $205K in Q4 2017.
191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.