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

WealthOne’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
2019
Q1 		– Sell
-285
Closed -$17K – 181
2018
Q4 		$17K Buy
+285
New +$18.5K 0.01% 306

Other funds holding DLS

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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's DLS Position: Q1 2019 in Review

WealthOne sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2019, closing a stake of 285 shares — an estimated $17K sold.

WealthOne first reported a position in DLS in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 210 funds tracked by Wall St. Rank hold DLS as of Q1 2019.

  • WealthOne reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 285 WisdomTree International SmallCap Dividend Fund shares in Q1 2019, an estimated $17K.
  • WealthOne first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree International SmallCap Dividend Fund position peaked at $17K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.