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

Aevitas Wealth Management’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
-133
Closed -$7K – 153
2019
Q1 		$7K Buy
+133
New +$7.68K 0.01% 321

Other funds holding DFE

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
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

Aevitas Wealth Management's DFE Position: Q2 2019 in Review

Aevitas Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2019, closing a stake of 133 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in DFE in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 114 funds tracked by Wall St. Rank hold DFE as of Q2 2019.

  • Aevitas Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 133 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2019, an estimated $7K.
  • Aevitas Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Aevitas Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $7K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.