Valley National Advisers’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-153	Closed	-$3K	–	738
2018 Q1	$3K	Hold	153	–	–	﹤0.01%	526
2017 Q4	$3K	Sell	153 -297	-66%	-$9.64K	﹤0.01%	537
2017 Q3	$10K	Hold	450	–	–	﹤0.01%	411
2017 Q2	$11K	Hold	450	–	–	﹤0.01%	397
2017 Q1	$10K	Buy	+450	New	+$13.6K	﹤0.01%	414

Other funds holding GSD

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Valley National Advisers's GSD Position: Q2 2018 in Review

Valley National Advisers sold out of WisdomTree Global SmallCap Dividend Fund (GSD) in Q2 2018, closing a stake of 153 shares — an estimated $3K sold.

Valley National Advisers first reported a position in GSD in Q1 2017 and held it in 5 quarters. The position peaked at $11K in Q2 2017. 9 funds tracked by Wall St. Rank hold GSD as of Q2 2018.

Valley National Advisers reported no remaining WisdomTree Global SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Valley National Advisers sold 153 WisdomTree Global SmallCap Dividend Fund shares in Q2 2018, an estimated $3K.
Valley National Advisers first reported a position in WisdomTree Global SmallCap Dividend Fund in Q1 2017 and held it in 5 quarters.
Valley National Advisers's WisdomTree Global SmallCap Dividend Fund position peaked at $11K in Q2 2017.
9 funds tracked by Wall St. Rank held WisdomTree Global SmallCap Dividend Fund as of Q2 2018.

Based on Valley National Advisers's 13F filing for Q2 2018, filed 14 Aug 2018.