Alken Asset Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Alken Asset 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
2018 Q1	–	Sell	-2,739	Closed	-$192K	–	5
2017 Q4	$192K	Buy	2,739 +1,909	+230%	+$132K	0.33%	5
2017 Q3	$57K	Sell	830 -1,963	-70%	-$132K	0.13%	12
2017 Q2	$180K	Buy	+2,793	New	+$178K	0.22%	7

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

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

MFWM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Alken Asset Management's DFE Position: Q1 2018 in Review

Alken Asset Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2018, closing a stake of 2,739 shares — an estimated $192K sold.

Alken Asset Management first reported a position in DFE in Q2 2017 and held it in 3 quarters. The position peaked at $192K in Q4 2017. 138 funds tracked by Wall St. Rank hold DFE as of Q1 2018.

Alken Asset Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Alken Asset Management sold 2,739 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2018, an estimated $192K.
Alken Asset Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2017 and held it in 3 quarters.
Alken Asset Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $192K in Q4 2017.
138 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2018.

Based on Alken Asset Management's 13F filing for Q1 2018, filed 14 May 2018.