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

Geneva 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
2017 Q2	$248K	Hold	3,560	–	–	﹤0.01%	639
2017 Q1	$233K	Buy	+3,560	New	+$227K	﹤0.01%	649

Other funds holding DLS

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WSTAM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Geneva Advisors's DLS Position: Q2 2017 in Review

Geneva Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2017 at 3,560 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Geneva Advisors first reported a position in DLS in Q1 2017 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold DLS as of Q2 2017.

Geneva Advisors held 3,560 shares of WisdomTree International SmallCap Dividend Fund worth $248K as of Q2 2017.
Geneva Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2017.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #639 holding.
Geneva Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2017 and has held it in 2 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.