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Keystone Financial Planning’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Keystone Financial Planning’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
2014
Q1 		– Sell
-6,308
Closed -$397K – 62
2013
Q4 		$397K Buy
+6,308
New +$388K 0.32% 47

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Keystone Financial Planning's DLS Position: Q1 2014 in Review

Keystone Financial Planning sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2014, closing a stake of 6,308 shares — an estimated $397K sold.

Keystone Financial Planning first reported a position in DLS in Q4 2013 and held it in 1 quarter. The position peaked at $397K in Q4 2013. 94 funds tracked by Wall St. Rank hold DLS as of Q1 2014.

  • Keystone Financial Planning reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 6,308 WisdomTree International SmallCap Dividend Fund shares in Q1 2014, an estimated $397K.
  • Keystone Financial Planning first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's WisdomTree International SmallCap Dividend Fund position peaked at $397K in Q4 2013.
  • 94 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.