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Landaas & Company’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Landaas & Company’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
Q4 		– Sell
-167
Closed -$12K – 345
2017
Q3 		$12K Buy
+167
New +$12K 0.01% 239

Other funds holding DLS

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Landaas & Company's DLS Position: Q4 2017 in Review

Landaas & Company sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2017, closing a stake of 167 shares — an estimated $12K sold.

Landaas & Company first reported a position in DLS in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 180 funds tracked by Wall St. Rank hold DLS as of Q4 2017.

  • Landaas & Company reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Landaas & Company sold 167 WisdomTree International SmallCap Dividend Fund shares in Q4 2017, an estimated $12K.
  • Landaas & Company first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2017 and held it in 1 quarter.
  • Landaas & Company's WisdomTree International SmallCap Dividend Fund position peaked at $12K in Q3 2017.
  • 180 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2017.

Based on Landaas & Company's 13F filing for Q4 2017, filed 6 Feb 2018.