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

Transform Wealth’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	-38,458	Closed	-$673K	–	191
2018 Q4	$673K	Hold	38,458	–	–	0.14%	124
2018 Q3	$860K	Buy	+38,458	New	+$1.25M	0.15%	130
2018 Q2	–	Sell	-40,391	Closed	-$924K	–	238
2018 Q1	$924K	Buy	+40,391	New	+$1.32M	0.18%	143
2017 Q4	–	Sell	-40,591	Closed	-$938K	–	257
2017 Q3	$938K	Buy	+40,591	New	+$1.26M	0.33%	104
2017 Q2	–	Sell	-42,658	Closed	-$984K	–	206
2017 Q1	$984K	Sell	42,658 -1,300	-3%	-$39.2K	0.37%	101
2016 Q4	$959K	Buy	43,958 +10,600	+32%	+$299K	0.38%	90
2016 Q3	$779K	Buy	+33,358	New	+$917K	0.33%	96

Other funds holding GSD

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

Transform Wealth's GSD Position: Q1 2019 in Review

Transform Wealth sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q1 2019, closing a stake of 38,458 shares — an estimated $673K sold.

Transform Wealth first reported a position in GSD in Q3 2016 and held it in 7 quarters. The position peaked at $984K in Q1 2017. 1 fund tracked by Wall St. Rank holds GSD as of Q1 2019.

Transform Wealth reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 38,458 WisdomTree Global SmallCap Dividend Fund shares in Q1 2019, an estimated $673K.
Transform Wealth first reported a position in WisdomTree Global SmallCap Dividend Fund in Q3 2016 and held it in 7 quarters.
Transform Wealth's WisdomTree Global SmallCap Dividend Fund position peaked at $984K in Q1 2017.
1 fund tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.