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

LS Investment 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
2017
Q3 		– Sell
-100
Closed -$7K – 1874
2017
Q2 		$7K Hold
100
– – ﹤0.01% 1726
2017
Q1 		$7K Hold
100
– – ﹤0.01% 1724
2016
Q4 		$6K Hold
100
– – ﹤0.01% 1736
2016
Q3 		$6K Hold
100
– – ﹤0.01% 1720
2016
Q2 		$6K Hold
100
– – ﹤0.01% 1722
2016
Q1 		$6K Hold
100
– – ﹤0.01% 1699
2015
Q4 		$6K Buy
+100
New +$5.79K ﹤0.01% 1727

Other funds holding DLS

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

LS Investment Advisors's DLS Position: Q3 2017 in Review

LS Investment Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2017, closing a stake of 100 shares — an estimated $7K sold.

LS Investment Advisors first reported a position in DLS in Q4 2015 and held it in 7 quarters. The position peaked at $7K in Q2 2017. 145 funds tracked by Wall St. Rank hold DLS as of Q3 2017.

  • LS Investment Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • LS Investment Advisors sold 100 WisdomTree International SmallCap Dividend Fund shares in Q3 2017, an estimated $7K.
  • LS Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2015 and held it in 7 quarters.
  • LS Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $7K in Q2 2017.
  • 145 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2017.

Based on LS Investment Advisors's 13F filing for Q3 2017, filed 19 Oct 2017.