Ropes Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-452	Closed	-$35K	–	630
2017 Q4	$35K	Buy	+452	New	+$33.8K	0.01%	378
2017 Q2	–	Sell	-41	Closed	-$3K	–	533
2017 Q1	$3K	Buy	+41	New	+$2.61K	﹤0.01%	481

Other funds holding DLS

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

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

3AM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ropes Wealth Advisors's DLS Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2018, closing a stake of 452 shares — an estimated $35K sold.

Ropes Wealth Advisors first reported a position in DLS in Q1 2017 and held it in 2 quarters. The position peaked at $35K in Q4 2017. 191 funds tracked by Wall St. Rank hold DLS as of Q1 2018.

Ropes Wealth Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 452 WisdomTree International SmallCap Dividend Fund shares in Q1 2018, an estimated $35K.
Ropes Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2017 and held it in 2 quarters.
Ropes Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $35K in Q4 2017.
191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.