Advocacy Wealth Management Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Advocacy Wealth Management Services’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
2016 Q2	–	Sell	-589	Closed	-$34K	–	408
2016 Q1	$34K	Buy	+589	New	+$31.3K	0.02%	218

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MFWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

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

Advocacy Wealth Management Services's DFE Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2016, closing a stake of 589 shares — an estimated $34K sold.

Advocacy Wealth Management Services first reported a position in DFE in Q1 2016 and held it in 1 quarter. The position peaked at $34K in Q1 2016. 101 funds tracked by Wall St. Rank hold DFE as of Q2 2016.

Advocacy Wealth Management Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 589 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2016, an estimated $34K.
Advocacy Wealth Management Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2016 and held it in 1 quarter.
Advocacy Wealth Management Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $34K in Q1 2016.
101 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.