StrategIQ Financial Group’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

StrategIQ Financial 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
2019 Q1	–	Sell	-25,089	Closed	-$684K	–	195
2018 Q4	$684K	Sell	25,089 -6,027	-19%	-$179K	0.23%	99
2018 Q3	$1M	Sell	31,116 -6,161	-17%	-$201K	0.32%	72
2018 Q2	$1.2M	Buy	37,277 +345	+0.9%	+$11.3K	0.42%	59
2018 Q1	$1.18M	Buy	36,932 +3,735	+11%	+$122K	0.47%	55
2017 Q4	$1.1M	Buy	+33,197	New	+$1.08M	0.43%	67

Other funds holding GSD

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

StrategIQ Financial Group's GSD Position: Q1 2019 in Review

StrategIQ Financial Group sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q1 2019, closing a stake of 25,089 shares — an estimated $684K sold.

StrategIQ Financial Group first reported a position in GSD in Q4 2017 and held it in 5 quarters. The position peaked at $1.2M in Q2 2018. 1 fund tracked by Wall St. Rank holds GSD as of Q1 2019.

StrategIQ Financial Group reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
StrategIQ Financial Group sold 25,089 WisdomTree Global SmallCap Dividend Fund shares in Q1 2019, an estimated $684K.
StrategIQ Financial Group first reported a position in WisdomTree Global SmallCap Dividend Fund in Q4 2017 and held it in 5 quarters.
StrategIQ Financial Group's WisdomTree Global SmallCap Dividend Fund position peaked at $1.2M in Q2 2018.
1 fund tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q1 2019.

Based on StrategIQ Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.