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

Aviance 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 Q1	–	Sell	-63,819	Closed	-$3.49M	–	186
2016 Q4	$3.49M	Sell	63,819 -12,114	-16%	-$648K	0.18%	80
2016 Q3	$4.2M	Sell	75,933 -18,335	-19%	-$988K	0.12%	119
2016 Q2	$4.81M	Sell	94,268 -3,996	-4%	-$225K	0.14%	106
2016 Q1	$5.6M	Buy	98,264 +1,791	+2%	+$95.3K	0.18%	96
2015 Q4	$5.4M	Buy	96,473 +14,114	+17%	+$789K	0.18%	96
2015 Q3	$4.43M	Buy	+82,359	New	+$4.68M	0.16%	96
2015 Q2	–	Sell	-43,567	Closed	-$2.42M	–	78
2015 Q1	$2.42M	Buy	43,567 +1,271	+3%	+$68.7K	0.09%	113
2014 Q4	$2.18M	Sell	42,296 -16,404	-28%	-$842K	0.08%	139
2014 Q3	$3.08M	Buy	58,700 +26,330	+81%	+$1.49M	0.12%	109
2014 Q2	$1.96M	Buy	32,370 +14,368	+80%	+$888K	0.08%	127
2014 Q1	$1.13M	Buy	+18,002	New	+$1.08M	0.06%	136

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

Citigroup New York $235B AUM 32.99% 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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 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

Aviance Capital Management's DFE Position: Q1 2017 in Review

Aviance Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2017, closing a stake of 63,819 shares — an estimated $3.49M sold.

Aviance Capital Management first reported a position in DFE in Q1 2014 and held it in 11 quarters. The position peaked at $5.6M in Q1 2016. 102 funds tracked by Wall St. Rank hold DFE as of Q1 2017.

Aviance Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
Aviance Capital Management sold 63,819 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2017, an estimated $3.49M.
Aviance Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 11 quarters.
Aviance Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $5.6M in Q1 2016.
102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2017.

Based on Aviance Capital Management's 13F filing for Q1 2017, filed 1 Jun 2017.