United Bank (Virginia)’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

United Bank (Virginia)’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,226	Closed	-$346K	–	140
2020 Q2	$346K	Sell	6,226 -59	-0.9%	-$3.12K	0.06%	107
2020 Q1	$302K	Sell	6,285 -2,511	-29%	-$156K	0.07%	104
2019 Q4	$625K	Sell	8,796 -1,525	-15%	-$103K	0.11%	87
2019 Q3	$656K	Buy	10,321 +695	+7%	+$43.9K	0.12%	87
2019 Q2	$626K	Buy	9,626 +2,868	+42%	+$189K	0.1%	93
2019 Q1	$445K	Sell	6,758 -17,938	-73%	-$1.16M	0.08%	98
2018 Q4	$1.49M	Buy	24,696 +3,602	+17%	+$233K	0.31%	50
2018 Q3	$1.5M	Buy	21,094 +7,607	+56%	+$543K	0.32%	47
2018 Q2	$970K	Buy	13,487 +8,722	+183%	+$664K	0.22%	60
2018 Q1	$364K	Buy	+4,765	New	+$371K	0.08%	92

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $542M AUM