Belmont Global Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Belmont Global Advisors’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
2016 Q1	–	Sell	-8,750	Closed	-$490K	–	65
2015 Q4	$490K	Hold	8,750	–	–	0.63%	49
2015 Q3	$471K	Hold	8,750	–	–	0.8%	40
2015 Q2	$500K	Hold	8,750	–	–	0.55%	57
2015 Q1	$487K	Hold	8,750	–	–	0.5%	56
2014 Q4	$450K	Hold	8,750	–	–	0.44%	61
2014 Q3	$459K	Buy	8,750 +4,550	+108%	+$258K	0.36%	75
2014 Q2	$254K	Hold	4,200	–	–	0.18%	108
2014 Q1	$263K	Hold	4,200	–	–	0.22%	97
2013 Q4	$243K	Buy	+4,200	New	+$226K	0.2%	110

Other funds holding DFE

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Belmont Global Advisors's DFE Position: Q1 2016 in Review

Belmont Global Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2016, closing a stake of 8,750 shares — an estimated $490K sold.

Belmont Global Advisors first reported a position in DFE in Q4 2013 and held it in 9 quarters. The position peaked at $500K in Q2 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2016.

Belmont Global Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
Belmont Global Advisors sold 8,750 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2016, an estimated $490K.
Belmont Global Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 9 quarters.
Belmont Global Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $500K in Q2 2015.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2016.

Based on Belmont Global Advisors's 13F filing for Q1 2016, filed 16 May 2016.