Girard Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Girard Partners’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	–	Sell	-155	Closed	-$11K	–	380
2018 Q3	$11K	Buy	+155	New	+$11.1K	﹤0.01%	717

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Girard Partners's DLS Position: Q4 2018 in Review

Girard Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2018, closing a stake of 155 shares — an estimated $11K sold.

Girard Partners first reported a position in DLS in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 204 funds tracked by Wall St. Rank hold DLS as of Q4 2018.

Girard Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 155 WisdomTree International SmallCap Dividend Fund shares in Q4 2018, an estimated $11K.
Girard Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2018 and held it in 1 quarter.
Girard Partners's WisdomTree International SmallCap Dividend Fund position peaked at $11K in Q3 2018.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.