SFM
GSD

Signet Financial Management’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

Signet Financial Management’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
2018
Q4 		– Sell
-100
Closed -$3K – 956
2018
Q3 		$3K Sell
100
-50
-33% -$1.63K ﹤0.01% 900
2018
Q2 		$5K Hold
150
– – ﹤0.01% 733
2018
Q1 		$5K Buy
+150
New +$4.91K ﹤0.01% 677

Other funds holding GSD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signet Financial Management's GSD Position: Q4 2018 in Review

Signet Financial Management sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Signet Financial Management first reported a position in GSD in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 10 funds tracked by Wall St. Rank hold GSD as of Q4 2018.

  • Signet Financial Management reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 100 WisdomTree Global SmallCap Dividend Fund shares in Q4 2018, an estimated $3K.
  • Signet Financial Management first reported a position in WisdomTree Global SmallCap Dividend Fund in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's WisdomTree Global SmallCap Dividend Fund position peaked at $5K in Q2 2018.
  • 10 funds tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.