Means Investment Company’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Means Investment Company’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 Q2	–	Sell	-5,193	Closed	-$255K	–	151
2020 Q1	$255K	Sell	5,193 -474	-8%	-$29.5K	0.1%	110
2019 Q4	$401K	Sell	5,667 -4,693	-45%	-$316K	0.13%	96
2019 Q3	$698K	Sell	10,360 -649	-6%	-$41K	0.26%	72
2019 Q2	$712K	Sell	11,009 -270	-2%	-$17.8K	0.29%	69
2019 Q1	$742K	Sell	11,279 -2,126	-16%	-$138K	0.33%	70
2018 Q4	$809K	Buy	+13,405	New	+$869K	0.45%	56

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Means Investment Company's DLS Position: Q2 2020 in Review

Means Investment Company sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2020, closing a stake of 5,193 shares — an estimated $255K sold.

Means Investment Company first reported a position in DLS in Q4 2018 and held it in 6 quarters. The position peaked at $809K in Q4 2018. 181 funds tracked by Wall St. Rank hold DLS as of Q2 2020.

Means Investment Company reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Means Investment Company sold 5,193 WisdomTree International SmallCap Dividend Fund shares in Q2 2020, an estimated $255K.
Means Investment Company first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and held it in 6 quarters.
Means Investment Company's WisdomTree International SmallCap Dividend Fund position peaked at $809K in Q4 2018.
181 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2020.

Based on Means Investment Company's 13F filing for Q2 2020, filed 13 Aug 2020.