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Advisor Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Advisor Partners’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
2018
Q4 		– Sell
-3,807
Closed -$241K – 622
2018
Q3 		$241K Buy
+3,807
New +$247K 0.03% 534
2018
Q1 		– Sell
-2,982
Closed -$221K – 574
2017
Q4 		$221K Buy
+2,982
New +$206K 0.04% 503

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Partners's DFE Position: Q4 2018 in Review

Advisor Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 3,807 shares — an estimated $241K sold.

Advisor Partners first reported a position in DFE in Q4 2017 and held it in 2 quarters. The position peaked at $241K in Q3 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

  • Advisor Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Advisor Partners sold 3,807 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $241K.
  • Advisor Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Advisor Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $241K in Q3 2018.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Advisor Partners's 13F filing for Q4 2018, filed 29 Jan 2019.