Asset Planning Services (Pennsylvania)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-1,480	Closed	-$83K	–	112
2019 Q3	$83K	Buy	1,480 +7	+0.5%	+$393	0.04%	106
2019 Q2	$86K	Buy	1,473 +32	+2%	+$1.89K	0.04%	106
2019 Q1	$84K	Buy	1,441 +3	+0.2%	+$173	0.04%	105
2018 Q4	$77K	Buy	1,438 +8	+0.6%	+$457	0.04%	104
2018 Q3	$86K	Buy	1,430 +9	+0.6%	+$584	0.04%	103
2018 Q2	$93K	Buy	1,421 +34	+2%	+$2.39K	0.05%	96
2018 Q1	$97K	Buy	1,387 +2	+0.1%	+$144	0.05%	95
2017 Q4	$98K	Buy	1,385 +5	+0.4%	+$345	0.05%	104
2017 Q3	$96K	Buy	1,380 +7	+0.5%	+$469	0.05%	109
2017 Q2	$89K	Buy	1,373 +638	+87%	+$40.7K	0.06%	109
2017 Q1	$43K	Hold	735	–	–	0.03%	154
2016 Q4	$40K	Buy	735 +5	+0.7%	+$267	0.03%	143
2016 Q3	$40K	Buy	730 +3	+0.4%	+$162	0.03%	136
2016 Q2	$37K	Buy	727 +17	+2%	+$956	0.03%	151
2016 Q1	$40K	Buy	710 +202	+40%	+$10.7K	0.04%	148
2015 Q4	$28K	Buy	508 +2	+0.4%	+$112	0.03%	125
2015 Q3	$27K	Buy	506 +2	+0.4%	+$114	0.03%	120
2015 Q2	$29K	Buy	+504	New	+$29.8K	0.03%	134

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

MFWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

NCM

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

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

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DFE Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2019, closing a stake of 1,480 shares — an estimated $83K sold.

Asset Planning Services (Pennsylvania) first reported a position in DFE in Q2 2015 and held it in 18 quarters. The position peaked at $98K in Q4 2017. 118 funds tracked by Wall St. Rank hold DFE as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 1,480 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2019, an estimated $83K.
Asset Planning Services (Pennsylvania) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $98K in Q4 2017.
118 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.