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

Madden 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
2015 Q4	–	Sell	-300	Closed	-$16K	–	131
2015 Q3	$16K	Hold	300	–	–	0.01%	185
2015 Q2	$18K	Buy	+300	New	+$18.7K	0.01%	182

Other funds holding DLS

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Madden Advisory Services's DLS Position: Q4 2015 in Review

Madden Advisory Services sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2015, closing a stake of 300 shares — an estimated $16K sold.

Madden Advisory Services first reported a position in DLS in Q2 2015 and held it in 2 quarters. The position peaked at $18K in Q2 2015. 122 funds tracked by Wall St. Rank hold DLS as of Q4 2015.

Madden Advisory Services reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 300 WisdomTree International SmallCap Dividend Fund shares in Q4 2015, an estimated $16K.
Madden Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2015 and held it in 2 quarters.
Madden Advisory Services's WisdomTree International SmallCap Dividend Fund position peaked at $18K in Q2 2015.
122 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.