Avalon Capital Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Avalon Capital 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
2017 Q4	–	Sell	-28,559	Closed	-$1.98M	–	79
2017 Q3	$1.98M	Sell	28,559 -84	-0.3%	-$5.63K	1.37%	23
2017 Q2	$1.85M	Buy	+28,643	New	+$1.83M	1.36%	27
2014 Q3	–	Sell	-14,522	Closed	-$877K	–	73
2014 Q2	$877K	Buy	+14,522	New	+$897K	0.73%	51
2014 Q1	–	Sell	-22,970	Closed	-$1.33M	–	101
2013 Q4	$1.33M	Buy	+22,970	New	+$1.23M	1.12%	28

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

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

MFWM

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Avalon Capital Management's DFE Position: Q4 2017 in Review

Avalon Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2017, closing a stake of 28,559 shares — an estimated $1.98M sold.

Avalon Capital Management first reported a position in DFE in Q4 2013 and held it in 4 quarters. The position peaked at $1.98M in Q3 2017. 131 funds tracked by Wall St. Rank hold DFE as of Q4 2017.

Avalon Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
Avalon Capital Management sold 28,559 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2017, an estimated $1.98M.
Avalon Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 4 quarters.
Avalon Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.98M in Q3 2017.
131 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2017.

Based on Avalon Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.