Nations Financial Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Nations Financial Group’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
2017 Q3	–	Sell	-22,475	Closed	-$1.56M	–	148
2017 Q2	$1.56M	Sell	22,475 -215	-0.9%	-$14.7K	1.29%	13
2017 Q1	$1.49M	Sell	22,690 -577	-2%	-$36.7K	1.45%	12
2016 Q4	$1.4M	Sell	23,267 -1,957	-8%	-$117K	1.51%	11
2016 Q3	$1.55M	Sell	25,224 -97	-0.4%	-$5.77K	1.53%	10
2016 Q2	$1.42M	Sell	25,321 -5,284	-17%	-$312K	1.49%	11
2016 Q1	$1.8M	Sell	30,605 -958	-3%	-$53K	2.07%	8
2015 Q4	$1.83M	Buy	+31,563	New	+$1.83M	2.39%	8

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nations Financial Group's DLS Position: Q3 2017 in Review

Nations Financial Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2017, closing a stake of 22,475 shares — an estimated $1.56M sold.

Nations Financial Group first reported a position in DLS in Q4 2015 and held it in 7 quarters. The position peaked at $1.83M in Q4 2015. 145 funds tracked by Wall St. Rank hold DLS as of Q3 2017.

Nations Financial Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Nations Financial Group sold 22,475 WisdomTree International SmallCap Dividend Fund shares in Q3 2017, an estimated $1.56M.
Nations Financial Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2015 and held it in 7 quarters.
Nations Financial Group's WisdomTree International SmallCap Dividend Fund position peaked at $1.83M in Q4 2015.
145 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2017.

Based on Nations Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.