Rehmann Capital Advisory Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Rehmann Capital 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
2018 Q2	–	Sell	-503	Closed	-$38K	–	2144
2018 Q1	$38K	Buy	+503	New	+$39.1K	0.01%	855

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

WSTAM

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

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

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

Rehmann Capital Advisory Group's DLS Position: Q2 2018 in Review

Rehmann Capital Advisory Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2018, closing a stake of 503 shares — an estimated $38K sold.

Rehmann Capital Advisory Group first reported a position in DLS in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 197 funds tracked by Wall St. Rank hold DLS as of Q2 2018.

Rehmann Capital Advisory Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Rehmann Capital Advisory Group sold 503 WisdomTree International SmallCap Dividend Fund shares in Q2 2018, an estimated $38K.
Rehmann Capital Advisory Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
Rehmann Capital Advisory Group's WisdomTree International SmallCap Dividend Fund position peaked at $38K in Q1 2018.
197 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2018, filed 20 Sep 2018.