NEXT Financial Holdings’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

NEXT Financial Holdings’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 Q1	$6K	Buy	+97	New	+$6.28K	﹤0.01%	1212

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WSTAM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEXT Financial Holdings's DLS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2019: 97 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

210 funds tracked by Wall St. Rank hold DLS as of Q1 2019.

NEXT Financial Holdings held 97 shares of WisdomTree International SmallCap Dividend Fund worth $6K as of Q1 2019.
WisdomTree International SmallCap Dividend Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1212 holding.
210 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.