Polaris Wealth Advisory Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Polaris Wealth Advisory 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
2016 Q2	–	Sell	-11,764	Closed	-$693K	–	113
2016 Q1	$693K	Sell	11,764 -21,196	-64%	-$1.17M	0.11%	59
2015 Q4	$1.92M	Buy	+32,960	New	+$1.91M	0.31%	52

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

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

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

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

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

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

SEIA

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

Polaris Wealth Advisory Group's DLS Position: Q2 2016 in Review

Polaris Wealth Advisory Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2016, closing a stake of 11,764 shares — an estimated $693K sold.

Polaris Wealth Advisory Group first reported a position in DLS in Q4 2015 and held it in 2 quarters. The position peaked at $1.92M in Q4 2015. 113 funds tracked by Wall St. Rank hold DLS as of Q2 2016.

Polaris Wealth Advisory Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 11,764 WisdomTree International SmallCap Dividend Fund shares in Q2 2016, an estimated $693K.
Polaris Wealth Advisory Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2015 and held it in 2 quarters.
Polaris Wealth Advisory Group's WisdomTree International SmallCap Dividend Fund position peaked at $1.92M in Q4 2015.
113 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2016, filed 2 Aug 2016.