Genesis Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Genesis Wealth Advisors’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
2015 Q2	$48.4K	Buy	+802	New	+$50K	0.04%	180

Other funds holding DLS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WSTAM

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Genesis Wealth Advisors's DLS Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2015: 802 shares worth $48.4K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

115 funds tracked by Wall St. Rank hold DLS as of Q2 2015.

Genesis Wealth Advisors held 802 shares of WisdomTree International SmallCap Dividend Fund worth $48.4K as of Q2 2015.
WisdomTree International SmallCap Dividend Fund was a new Genesis Wealth Advisors position in Q2 2015.
WisdomTree International SmallCap Dividend Fund made up 0.04% of Genesis Wealth Advisors's portfolio in Q2 2015, its #180 holding.
115 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.