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

Boston 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
2019 Q3	$372K	Sell	6,654 -175	-3%	-$9.81K	0.02%	490
2019 Q2	$398K	Hold	6,829	–	–	0.02%	516
2019 Q1	$399K	Hold	6,829	–	–	0.02%	505
2018 Q4	$364K	Buy	6,829 +283	+4%	+$16.2K	0.02%	501
2018 Q3	$414K	Hold	6,546	–	–	0.02%	509
2018 Q2	$427K	Hold	6,546	–	–	0.01%	520
2018 Q1	$458K	Hold	6,546	–	–	0.01%	510
2017 Q4	$462K	Hold	6,546	–	–	0.01%	505
2017 Q3	$455K	Hold	6,546	–	–	0.01%	509
2017 Q2	$422K	Buy	6,546 +250	+4%	+$15.9K	0.01%	522
2017 Q1	$372K	Buy	+6,296	New	+$361K	0.01%	526

Other funds holding DFE

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

MFWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Boston Advisors's DFE Position: Q3 2019 in Review

Boston Advisors reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 2.6% in Q3 2019, selling an estimated $9.81K and leaving 6,654 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #490.

Boston Advisors first reported a position in DFE in Q1 2017 and has held it in 11 quarters since. The position peaked at $462K in Q4 2017. 106 funds tracked by Wall St. Rank hold DFE as of Q3 2019.

Boston Advisors held 6,654 shares of WisdomTree Europe SmallCap Dividend Fund worth $372K as of Q3 2019.
Boston Advisors sold 175 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2019, an estimated $9.81K.
WisdomTree Europe SmallCap Dividend Fund made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #490 holding.
Boston Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and has held it in 11 quarters since.
Boston Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $462K in Q4 2017.
106 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.