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Meridian Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Meridian Wealth 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
2019
Q3 		– Sell
-616
Closed -$40K – 268
2019
Q2 		$40K Buy
+616
New +$40.6K 0.02% 405

Other funds holding DLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Wealth Management's DLS Position: Q3 2019 in Review

Meridian Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2019, closing a stake of 616 shares — an estimated $40K sold.

Meridian Wealth Management first reported a position in DLS in Q2 2019 and held it in 1 quarter. The position peaked at $40K in Q2 2019. 207 funds tracked by Wall St. Rank hold DLS as of Q3 2019.

  • Meridian Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 616 WisdomTree International SmallCap Dividend Fund shares in Q3 2019, an estimated $40K.
  • Meridian Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $40K in Q2 2019.
  • 207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.