TWA
GSD

TCI Wealth Advisors’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-66
Closed -$2K – 1668
2018
Q2 		$2K Buy
+66
New +$2.16K ﹤0.01% 1207

Other funds holding GSD

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

TCI Wealth Advisors's GSD Position: Q3 2018 in Review

TCI Wealth Advisors sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q3 2018, closing a stake of 66 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in GSD in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 13 funds tracked by Wall St. Rank hold GSD as of Q3 2018.

  • TCI Wealth Advisors reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 66 WisdomTree Global SmallCap Dividend Fund shares in Q3 2018, an estimated $2K.
  • TCI Wealth Advisors first reported a position in WisdomTree Global SmallCap Dividend Fund in Q2 2018 and held it in 1 quarter.
  • TCI Wealth Advisors's WisdomTree Global SmallCap Dividend Fund position peaked at $2K in Q2 2018.
  • 13 funds tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q3 2018.

Based on TCI Wealth Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.