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Avior Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Avior Wealth 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
2015
Q4 		– Sell
-150
Closed -$8K – 457
2015
Q3 		$8K Buy
+150
New +$8.53K ﹤0.01% 293

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Avior Wealth Management's DFE Position: Q4 2015 in Review

Avior Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2015, closing a stake of 150 shares — an estimated $8K sold.

Avior Wealth Management first reported a position in DFE in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q4 2015.

  • Avior Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Avior Wealth Management sold 150 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2015, an estimated $8K.
  • Avior Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2015 and held it in 1 quarter.
  • Avior Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $8K in Q3 2015.
  • 108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2015.

Based on Avior Wealth Management's 13F filing for Q4 2015, filed 10 Feb 2016.