SIG
GSD

Stanford Investment Group’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-600
Closed -$13K – 342
2016
Q4 		$13K Buy
+600
New +$16.9K 0.01% 287

Other funds holding GSD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stanford Investment Group's GSD Position: Q1 2017 in Review

Stanford Investment Group sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q1 2017, closing a stake of 600 shares — an estimated $13K sold.

Stanford Investment Group first reported a position in GSD in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 6 funds tracked by Wall St. Rank hold GSD as of Q1 2017.

  • Stanford Investment Group reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 600 WisdomTree Global SmallCap Dividend Fund shares in Q1 2017, an estimated $13K.
  • Stanford Investment Group first reported a position in WisdomTree Global SmallCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Stanford Investment Group's WisdomTree Global SmallCap Dividend Fund position peaked at $13K in Q4 2016.
  • 6 funds tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.