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 $34.1B AUM 22.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

United Bank (Virginia)'s DLS Position: Q3 2020 in Review

United Bank (Virginia) sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2020, closing a stake of 6,226 shares — an estimated $346K sold.

United Bank (Virginia) first reported a position in DLS in Q1 2018 and held it in 10 quarters. The position peaked at $1.5M in Q3 2018. 173 funds tracked by Wall St. Rank hold DLS as of Q3 2020.

United Bank (Virginia) reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
United Bank (Virginia) sold 6,226 WisdomTree International SmallCap Dividend Fund shares in Q3 2020, an estimated $346K.
United Bank (Virginia) first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2018 and held it in 10 quarters.
United Bank (Virginia)'s WisdomTree International SmallCap Dividend Fund position peaked at $1.5M in Q3 2018.
173 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2020.

Based on United Bank (Virginia)'s 13F filing for Q3 2020, filed 11 Dec 2020.