KA
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Klingman & Associates’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-2,000
Closed -$123K – 159
2016
Q3 		$123K Hold
2,000
– – 0.04% 123
2016
Q2 		$112K Hold
2,000
– – 0.04% 127
2016
Q1 		$118K Hold
2,000
– – 0.04% 123
2015
Q4 		$116K Hold
2,000
– – 0.04% 143
2015
Q3 		$110K Hold
2,000
– – 0.04% 148
2015
Q2 		$121K Hold
2,000
– – 0.05% 118
2015
Q1 		$119K Hold
2,000
– – 0.05% 116
2014
Q4 		$111K Buy
+2,000
New +$114K 0.05% 121

Other funds holding DLS

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
EA
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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return