Fortis Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Fortis Advisors’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,578	Closed	-$36K	–	205
2020 Q1	$36K	Buy	1,578 +5	+0.3%	+$147	0.02%	199
2019 Q4	$52K	Buy	1,573 +14	+0.9%	+$441	0.03%	207
2019 Q3	$47K	Buy	1,559 +46	+3%	+$1.35K	0.02%	211
2019 Q2	$45K	Hold	1,513	–	–	0.02%	237
2019 Q1	$46K	Hold	1,513	–	–	0.02%	225
2018 Q4	$41K	Buy	1,513 +2	+0.1%	+$58	0.02%	226
2018 Q3	$49K	Hold	1,511	–	–	0.03%	201
2018 Q2	$48K	Buy	+1,511	New	+$49.8K	0.03%	209

Other funds holding DDLS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

Fortis Advisors's DDLS Position: Q2 2020 in Review

Fortis Advisors sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2020, closing a stake of 1,578 shares — an estimated $36K sold.

Fortis Advisors first reported a position in DDLS in Q2 2018 and held it in 8 quarters. The position peaked at $52K in Q4 2019. 8 funds tracked by Wall St. Rank hold DDLS as of Q2 2020.

Fortis Advisors reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 1,578 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2020, an estimated $36K.
Fortis Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2018 and held it in 8 quarters.
Fortis Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $52K in Q4 2019.
8 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.