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Bank Hapoalim BM’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Bank Hapoalim BM’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
2018
Q4 		– Sell
-3,625
Closed -$229K – 166
2018
Q3 		$229K Sell
3,625
-141
-4% -$9.14K 0.06% 170
2018
Q2 		$246K Sell
3,766
-503
-12% -$35.3K 0.07% 166
2018
Q1 		$298K Hold
4,269
– – 0.08% 159
2017
Q4 		$301 Hold
4,269
– – 0.07% 159
2017
Q3 		$297K Sell
4,269
-1,135
-21% -$76.1K 0.07% 179
2017
Q2 		$349K Buy
5,404
+1,010
+23% +$64.4K 0.08% 155
2017
Q1 		$260K Buy
4,394
+645
+17% +$37K 0.06% 169
2016
Q4 		$205K Sell
3,749
-835
-18% -$44.7K 0.05% 165
2016
Q3 		$254K Sell
4,584
-4,070
-47% -$219K 0.06% 162
2016
Q2 		$442K Buy
8,654
+2,364
+38% +$133K 0.1% 126
2016
Q1 		$359K Sell
6,290
-160
-2% -$8.51K 0.09% 122
2015
Q4 		$361K Sell
6,450
-562
-8% -$31.4K 0.08% 125
2015
Q3 		$378K Sell
7,012
-527
-7% -$30K 0.09% 121
2015
Q2 		$431K Sell
7,539
-413
-5% -$24.4K 0.08% 129
2015
Q1 		$443K Sell
7,952
-1,488
-16% -$80.4K 0.08% 120
2014
Q4 		$486K Sell
9,440
-3,115
-25% -$160K 0.1% 111
2014
Q3 		$658K Sell
12,555
-4,783
-28% -$271K 0.15% 93
2014
Q2 		$1.05M Buy
17,338
+802
+5% +$49.6K 0.26% 61
2014
Q1 		$1.03M Buy
16,536
+3,235
+24% +$195K 0.28% 56
2013
Q4 		$770K Buy
+13,301
New +$715K 0.24% 67

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank Hapoalim BM's DFE Position: Q4 2018 in Review

Bank Hapoalim BM sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 3,625 shares — an estimated $229K sold.

Bank Hapoalim BM first reported a position in DFE in Q4 2013 and held it in 20 quarters. The position peaked at $1.05M in Q2 2014. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

  • Bank Hapoalim BM reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Bank Hapoalim BM sold 3,625 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $229K.
  • Bank Hapoalim BM first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 20 quarters.
  • Bank Hapoalim BM's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.05M in Q2 2014.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Bank Hapoalim BM's 13F filing for Q4 2018, filed 11 Feb 2019.