McIlrath & Eck’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

McIlrath & Eck’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
2019 Q1	–	Sell	-75	Closed	-$5K	–	620
2018 Q4	$5K	Hold	75	–	–	﹤0.01%	363
2018 Q3	$5K	Hold	75	–	–	﹤0.01%	379
2018 Q2	$5K	Hold	75	–	–	﹤0.01%	359
2018 Q1	$6K	Hold	75	–	–	﹤0.01%	317
2017 Q4	$6K	Buy	+75	New	+$5.61K	﹤0.01%	336

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McIlrath & Eck's DLS Position: Q1 2019 in Review

McIlrath & Eck sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2019, closing a stake of 75 shares — an estimated $5K sold.

McIlrath & Eck first reported a position in DLS in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q1 2018. 210 funds tracked by Wall St. Rank hold DLS as of Q1 2019.

McIlrath & Eck reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
McIlrath & Eck sold 75 WisdomTree International SmallCap Dividend Fund shares in Q1 2019, an estimated $5K.
McIlrath & Eck first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 5 quarters.
McIlrath & Eck's WisdomTree International SmallCap Dividend Fund position peaked at $6K in Q1 2018.
210 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2019.

Based on McIlrath & Eck's 13F filing for Q1 2019, filed 7 May 2019.