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

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Bank of America

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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