Moneta Group Investment Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Moneta Group Investment Advisors’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
2018 Q3	–	Sell	-1,388	Closed	-$100K	–	270
2018 Q2	$100K	Buy	+1,388	New	+$106K	0.01%	286

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

Moneta Group Investment Advisors's DLS Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2018, closing a stake of 1,388 shares — an estimated $100K sold.

Moneta Group Investment Advisors first reported a position in DLS in Q2 2018 and held it in 1 quarter. The position peaked at $100K in Q2 2018. 203 funds tracked by Wall St. Rank hold DLS as of Q3 2018.

Moneta Group Investment Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,388 WisdomTree International SmallCap Dividend Fund shares in Q3 2018, an estimated $100K.
Moneta Group Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2018 and held it in 1 quarter.
Moneta Group Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $100K in Q2 2018.
203 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.