Pinnacle Summer Investments’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$5K	Buy	+82	New	+$4.75K	﹤0.01%	622

Other funds holding DLS

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

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

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 $786B AUM 40.34% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Pinnacle Summer Investments's DLS Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2015: 82 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

122 funds tracked by Wall St. Rank hold DLS as of Q4 2015.

Pinnacle Summer Investments held 82 shares of WisdomTree International SmallCap Dividend Fund worth $5K as of Q4 2015.
WisdomTree International SmallCap Dividend Fund was a new Pinnacle Summer Investments position in Q4 2015.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #622 holding.
122 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.