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Legacy Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-220
Closed -$16K – 472
2018
Q2 		$16K Buy
+220
New +$16.8K 0.01% 270

Other funds holding DLS

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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return

Legacy Advisors's DLS Position: Q3 2018 in Review

Legacy Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2018, closing a stake of 220 shares — an estimated $16K sold.

Legacy Advisors first reported a position in DLS in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 203 funds tracked by Wall St. Rank hold DLS as of Q3 2018.

  • Legacy Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 220 WisdomTree International SmallCap Dividend Fund shares in Q3 2018, an estimated $16K.
  • Legacy Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $16K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.