Advisornet Financial’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Advisornet Financial’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
2020 Q2	–	Sell	-56	Closed	-$2K	–	1799
2020 Q1	$2K	Sell	56 -880	-94%	-$49.8K	﹤0.01%	1563
2019 Q4	$61K	Hold	936	–	–	0.01%	829
2019 Q3	$52K	Hold	936	–	–	﹤0.01%	888
2019 Q2	$55K	Sell	936 -14	-1%	-$828	0.01%	780
2019 Q1	$56K	Hold	950	–	–	0.01%	703
2018 Q4	$51K	Sell	950 -1,297	-58%	-$74.1K	0.01%	683
2018 Q3	$142K	Buy	2,247 +80	+4%	+$5.19K	0.02%	475
2018 Q2	$141K	Buy	2,167 +350	+19%	+$24.6K	0.02%	458
2018 Q1	$127K	Buy	1,817 +655	+56%	+$47K	0.02%	479
2017 Q4	$82K	Buy	+1,162	New	+$80.1K	0.01%	526

Other funds holding DFE

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

MFWM

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NCM

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

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

Advisornet Financial's DFE Position: Q2 2020 in Review

Advisornet Financial sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2020, closing a stake of 56 shares — an estimated $2K sold.

Advisornet Financial first reported a position in DFE in Q4 2017 and held it in 10 quarters. The position peaked at $142K in Q3 2018. 80 funds tracked by Wall St. Rank hold DFE as of Q2 2020.

Advisornet Financial reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 56 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2020, an estimated $2K.
Advisornet Financial first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 10 quarters.
Advisornet Financial's WisdomTree Europe SmallCap Dividend Fund position peaked at $142K in Q3 2018.
80 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.