1834 Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

1834 Investment Advisors’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-9	Closed	-$1K	–	436
2019 Q1	$1K	Sell	9 -372	-98%	-$21.5K	﹤0.01%	398
2018 Q4	$20K	Hold	381	–	–	﹤0.01%	322
2018 Q3	$24K	Hold	381	–	–	﹤0.01%	321
2018 Q2	$25K	Buy	381 +19	+5%	+$1.33K	﹤0.01%	323
2018 Q1	$25K	Buy	362 +10	+3%	+$718	﹤0.01%	327
2017 Q4	$25K	Buy	+352	New	+$24.3K	﹤0.01%	344

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

1834 Investment Advisors's DFE Position: Q2 2019 in Review

1834 Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in DFE in Q4 2017 and held it in 6 quarters. The position peaked at $25K in Q2 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q2 2019.

1834 Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
1834 Investment Advisors sold 9 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2019, an estimated $1K.
1834 Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 6 quarters.
1834 Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $25K in Q2 2018.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.