Valeo Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Valeo Financial Advisors’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	-259	Closed	-$14K	–	1725
2020 Q2	$14K	Buy	+259	New	+$13.7K	﹤0.01%	1170
2018 Q4	–	Sell	-20	Closed	-$1K	–	1545
2018 Q3	$1K	Buy	+20	New	+$1.43K	﹤0.01%	1606

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

Valeo Financial Advisors's DLS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2020, closing a stake of 259 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in DLS in Q3 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 173 funds tracked by Wall St. Rank hold DLS as of Q3 2020.

Valeo Financial Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 259 WisdomTree International SmallCap Dividend Fund shares in Q3 2020, an estimated $14K.
Valeo Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2018 and held it in 2 quarters.
Valeo Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $14K in Q2 2020.
173 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.