Shine Investment Advisory Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Shine Investment Advisory Services’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
2019 Q4	–	Sell	-325	Closed	-$21K	–	735
2019 Q3	$21K	Buy	+325	New	+$20.5K	0.01%	451

Other funds holding DLS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

3AM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Shine Investment Advisory Services's DLS Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2019, closing a stake of 325 shares — an estimated $21K sold.

Shine Investment Advisory Services first reported a position in DLS in Q3 2019 and held it in 1 quarter. The position peaked at $21K in Q3 2019. 231 funds tracked by Wall St. Rank hold DLS as of Q4 2019.

Shine Investment Advisory Services reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 325 WisdomTree International SmallCap Dividend Fund shares in Q4 2019, an estimated $21K.
Shine Investment Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2019 and held it in 1 quarter.
Shine Investment Advisory Services's WisdomTree International SmallCap Dividend Fund position peaked at $21K in Q3 2019.
231 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.