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Wealthfront’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Wealthfront’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
2015
Q1 		– Sell
-100
Closed -$6K – 1208
2014
Q4 		$6K Hold
100
– – ﹤0.01% 581
2014
Q3 		$6K Hold
100
– – ﹤0.01% 549
2014
Q2 		$7K Buy
+100
New +$6.48K ﹤0.01% 524

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthfront's DLS Position: Q1 2015 in Review

Wealthfront sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2015, closing a stake of 100 shares — an estimated $6K sold.

Wealthfront first reported a position in DLS in Q2 2014 and held it in 3 quarters. The position peaked at $7K in Q2 2014. 108 funds tracked by Wall St. Rank hold DLS as of Q1 2015.

  • Wealthfront reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Wealthfront sold 100 WisdomTree International SmallCap Dividend Fund shares in Q1 2015, an estimated $6K.
  • Wealthfront first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2014 and held it in 3 quarters.
  • Wealthfront's WisdomTree International SmallCap Dividend Fund position peaked at $7K in Q2 2014.
  • 108 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2015.

Based on Wealthfront's 13F filing for Q1 2015, filed 14 May 2015.