Braver Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Braver Wealth Management’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 Q4	$2.79M	Sell	51,028 -2,118	-4%	-$113K	0.45%	68
2016 Q3	$2.94M	Sell	53,146 -2,231	-4%	-$120K	0.49%	60
2016 Q2	$2.83M	Sell	55,377 -57,467	-51%	-$3.23M	0.48%	57
2016 Q1	$6.43M	Sell	112,844 -429	-0.4%	-$22.8K	1.06%	25
2015 Q4	$6.34M	Sell	113,273 -72,822	-39%	-$4.07M	1.3%	18
2015 Q3	$10M	Buy	186,095 +115,182	+162%	+$6.55M	2.49%	10
2015 Q2	$4.05M	Buy	+70,913	New	+$4.19M	0.99%	26

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

BTS

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

Braver Wealth Management's DFE Position: Q4 2016 in Review

Braver Wealth Management reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 4% in Q4 2016, selling an estimated $113K and leaving 51,028 shares worth $2.79M. The position accounts for 0.45% of the portfolio, ranked #68.

Braver Wealth Management first reported a position in DFE in Q2 2015 and has held it in 7 quarters since. The position peaked at $10M in Q3 2015. 102 funds tracked by Wall St. Rank hold DFE as of Q4 2016.

Braver Wealth Management held 51,028 shares of WisdomTree Europe SmallCap Dividend Fund worth $2.79M as of Q4 2016.
Braver Wealth Management sold 2,118 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2016, an estimated $113K.
WisdomTree Europe SmallCap Dividend Fund made up 0.45% of Braver Wealth Management's portfolio in Q4 2016, its #68 holding.
Braver Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2015 and has held it in 7 quarters since.
Braver Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $10M in Q3 2015.
102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.