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

WFG 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
2017 Q2	$24K	Hold	350	–	–	0.01%	894
2017 Q1	$23K	Hold	350	–	–	0.01%	848
2016 Q4	$21K	Hold	350	–	–	0.01%	918
2016 Q3	$21K	Hold	350	–	–	0.01%	933
2016 Q2	$20K	Hold	350	–	–	0.01%	911
2016 Q1	$21K	Buy	+350	New	+$19.4K	0.01%	875
2015 Q1	–	Sell	-172	Closed	-$10K	–	1824
2014 Q4	$10K	Buy	172 +92	+115%	+$5.24K	﹤0.01%	1455
2014 Q3	$5K	Sell	80 -70	-47%	-$4.43K	﹤0.01%	1651
2014 Q2	$10K	Hold	150	–	–	﹤0.01%	1479
2014 Q1	$10K	Hold	150	–	–	﹤0.01%	1460
2013 Q4	$9K	Hold	150	–	–	﹤0.01%	1604
2013 Q3	$9K	Hold	150	–	–	﹤0.01%	1552
2013 Q2	$8K	Buy	+150	New	+$8.4K	﹤0.01%	1524

Other funds holding DLS

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

WSTAM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's DLS Position: Q2 2017 in Review

WFG Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2017 at 350 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #894.

WFG Advisors first reported a position in DLS in Q2 2013 and has held it in 13 quarters since. 144 funds tracked by Wall St. Rank hold DLS as of Q2 2017.

WFG Advisors held 350 shares of WisdomTree International SmallCap Dividend Fund worth $24K as of Q2 2017.
WFG Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2017.
WisdomTree International SmallCap Dividend Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #894 holding.
WFG Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2013 and has held it in 13 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.