IFP Advisors’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

IFP Advisors’s Portfolio GSD Stock Details GSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-770	Closed	-$21K	–	3877
2018 Q4	$21K	Hold	770	–	–	﹤0.01%	2127
2018 Q3	$25K	Hold	770	–	–	﹤0.01%	2350
2018 Q2	$25K	Hold	770	–	–	﹤0.01%	2350
2018 Q1	$25K	Hold	770	–	–	﹤0.01%	2264
2017 Q4	$25K	Buy	+770	New	+$25K	﹤0.01%	2295

Other funds holding GSD

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

IFP Advisors's GSD Position: Q1 2019 in Review

IFP Advisors sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q1 2019, closing a stake of 770 shares — an estimated $21K sold.

IFP Advisors first reported a position in GSD in Q4 2017 and held it in 5 quarters. The position peaked at $25K in Q3 2018. 1 fund tracked by Wall St. Rank holds GSD as of Q1 2019.

IFP Advisors reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 770 WisdomTree Global SmallCap Dividend Fund shares in Q1 2019, an estimated $21K.
IFP Advisors first reported a position in WisdomTree Global SmallCap Dividend Fund in Q4 2017 and held it in 5 quarters.
IFP Advisors's WisdomTree Global SmallCap Dividend Fund position peaked at $25K in Q3 2018.
1 fund tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.