Reilly Financial Advisors’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

Reilly Financial Advisors’s Portfolio GSD Stock Details GSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$19K	–	1038
2019 Q1	$19K	Buy	+1,000	New	+$29.7K	﹤0.01%	543
2018 Q4	–	Sell	-1,000	Closed	-$22K	–	1065
2018 Q3	$22K	Hold	1,000	–	–	﹤0.01%	539
2018 Q2	$23K	Hold	1,000	–	–	﹤0.01%	467
2018 Q1	$23K	Hold	1,000	–	–	﹤0.01%	460
2017 Q4	$23K	Buy	+1,000	New	+$32.5K	﹤0.01%	484

Reilly Financial Advisors's GSD Position: Q2 2019 in Review

Reilly Financial Advisors sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q2 2019, closing a stake of 1,000 shares — an estimated $19K sold.

Reilly Financial Advisors first reported a position in GSD in Q4 2017 and held it in 5 quarters. The position peaked at $23K in Q2 2018. 0 funds tracked by Wall St. Rank hold GSD as of Q2 2019.

Reilly Financial Advisors reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Reilly Financial Advisors sold 1,000 WisdomTree Global SmallCap Dividend Fund shares in Q2 2019, an estimated $19K.
Reilly Financial Advisors first reported a position in WisdomTree Global SmallCap Dividend Fund in Q4 2017 and held it in 5 quarters.
Reilly Financial Advisors's WisdomTree Global SmallCap Dividend Fund position peaked at $23K in Q2 2018.
0 funds tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.