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

WealthShield’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
2017 Q4	$4K	Buy	+52	New	+$3.89K	﹤0.01%	204

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthShield's DLS Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2017: 52 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings.

180 funds tracked by Wall St. Rank hold DLS as of Q4 2017.

WealthShield held 52 shares of WisdomTree International SmallCap Dividend Fund worth $4K as of Q4 2017.
WisdomTree International SmallCap Dividend Fund was a new WealthShield position in Q4 2017.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #204 holding.
180 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.