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Baird’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Baird’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
Q1 		$278K Buy
+4,995
New +$270K ﹤0.01% 1127

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird's DFE Position: Q1 2015 in Review

Baird opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2015: 4,995 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings.

94 funds tracked by Wall St. Rank hold DFE as of Q1 2015.

  • Baird held 4,995 shares of WisdomTree Europe SmallCap Dividend Fund worth $278K as of Q1 2015.
  • WisdomTree Europe SmallCap Dividend Fund was a new Baird position in Q1 2015.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1127 holding.
  • 94 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.