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Bartlett & Co’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Bartlett & Co’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
2013
Q4 		– Sell
-21
Closed -$1K – 705
2013
Q3 		$1K Buy
+21
New +$989 ﹤0.01% 779

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co's DFE Position: Q4 2013 in Review

Bartlett & Co sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2013, closing a stake of 21 shares — an estimated $1K sold.

Bartlett & Co first reported a position in DFE in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 56 funds tracked by Wall St. Rank hold DFE as of Q4 2013.

  • Bartlett & Co reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Bartlett & Co sold 21 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2013, an estimated $1K.
  • Bartlett & Co first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2013 and held it in 1 quarter.
  • Bartlett & Co's WisdomTree Europe SmallCap Dividend Fund position peaked at $1K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2013.

Based on Bartlett & Co's 13F filing for Q4 2013, filed 5 Feb 2014.