Macroview Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Macroview Investment Management’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	-21	Closed	-$2K	–	135
2017 Q3	$2K	Hold	21	–	–	0.01%	123
2017 Q2	$1K	Hold	21	–	–	0.01%	175
2017 Q1	$1K	Hold	21	–	–	0.01%	107
2016 Q4	$1K	Sell	21 -104	-83%	-$6.24K	0.01%	106
2016 Q3	$8K	Buy	+125	New	+$7.43K	0.04%	69

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

3AM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Macroview Investment Management's DLS Position: Q4 2017 in Review

Macroview Investment Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2017, closing a stake of 21 shares — an estimated $2K sold.

Macroview Investment Management first reported a position in DLS in Q3 2016 and held it in 5 quarters. The position peaked at $8K in Q3 2016. 180 funds tracked by Wall St. Rank hold DLS as of Q4 2017.

Macroview Investment Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
Macroview Investment Management sold 21 WisdomTree International SmallCap Dividend Fund shares in Q4 2017, an estimated $2K.
Macroview Investment Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2016 and held it in 5 quarters.
Macroview Investment Management's WisdomTree International SmallCap Dividend Fund position peaked at $8K in Q3 2016.
180 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2017.

Based on Macroview Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.