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Ancora Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Ancora Advisors’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
Q1 		– Sell
-38,775
Closed -$2.07M – 600
2018
Q4 		$2.07M Sell
38,775
-425
-1% -$24.3K 0.1% 206
2018
Q3 		$2.48M Sell
39,200
-566
-1% -$36.7K 0.1% 219
2018
Q2 		$2.6M Sell
39,766
-125
-0.3% -$8.78K 0.11% 209
2018
Q1 		$2.79M Sell
39,891
-30
-0.1% -$2.15K 0.13% 195
2017
Q4 		$2.82M Hold
39,921
– – 0.15% 176
2017
Q3 		$2.77M Hold
39,921
– – 0.16% 171
2017
Q2 		$2.58M Hold
39,921
– – 0.17% 169
2017
Q1 		$2.36M Hold
39,921
– – 0.16% 180
2016
Q4 		$2.18M Hold
39,921
– – 0.16% 175
2016
Q3 		$2.21M Hold
39,921
– – 0.22% 125
2016
Q2 		$2.04M Hold
39,921
– – 0.24% 117
2016
Q1 		$2.28M Sell
39,921
-550
-1% -$29.3K 0.28% 98
2015
Q4 		$2.27M Buy
40,471
+71
+0.2% +$3.97K 0.29% 92
2015
Q3 		$2.17M Buy
40,400
+14
+0% +$796 0.28% 98
2015
Q2 		$2.31M Buy
+40,386
New +$2.39M 0.27% 101
2015
Q1 		– Sell
-43,165
Closed -$2.33M – 92
2014
Q4 		$2.22M Sell
43,165
-64,902
-60% -$3.33M 0.27% 100
2014
Q3 		$5.67M Sell
108,067
-1,078
-1% -$61K 0.73% 30
2014
Q2 		$6.59M Buy
109,145
+66,198
+154% +$4.09M 0.85% 22
2014
Q1 		$2.69M Buy
42,947
+34,525
+410% +$2.08M 0.38% 73
2013
Q4 		$487K Buy
+8,422
New +$453K 0.07% 264

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Ancora Advisors's DFE Position: Q1 2019 in Review

Ancora Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2019, closing a stake of 38,775 shares — an estimated $2.07M sold.

Ancora Advisors first reported a position in DFE in Q4 2013 and held it in 20 quarters. The position peaked at $6.59M in Q2 2014. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2019.

  • Ancora Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Ancora Advisors sold 38,775 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2019, an estimated $2.07M.
  • Ancora Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 20 quarters.
  • Ancora Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $6.59M in Q2 2014.
  • 108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2019.

Based on Ancora Advisors's 13F filing for Q1 2019, filed 15 May 2019.