Level Four Advisory Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Level Four Advisory Services’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
2020 Q1	–	Sell	-4,083	Closed	-$291K	–	505
2019 Q4	$291K	Buy	+4,083	New	+$275K	0.01%	470

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Level Four Advisory Services's DLS Position: Q1 2020 in Review

Level Four Advisory Services sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2020, closing a stake of 4,083 shares — an estimated $291K sold.

Level Four Advisory Services first reported a position in DLS in Q4 2019 and held it in 1 quarter. The position peaked at $291K in Q4 2019. 183 funds tracked by Wall St. Rank hold DLS as of Q1 2020.

Level Four Advisory Services reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 4,083 WisdomTree International SmallCap Dividend Fund shares in Q1 2020, an estimated $291K.
Level Four Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
Level Four Advisory Services's WisdomTree International SmallCap Dividend Fund position peaked at $291K in Q4 2019.
183 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.