Bruderman Asset Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Bruderman Asset 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
2017 Q1	–	Sell	-385	Closed	-$21K	–	168
2016 Q4	$21K	Hold	385	–	–	0.01%	271
2016 Q3	$21K	Hold	385	–	–	0.01%	276
2016 Q2	$20K	Hold	385	–	–	0.01%	265
2016 Q1	$22K	Sell	385 -2	-0.5%	-$106	0.01%	260
2015 Q4	$22K	Hold	387	–	–	0.01%	275
2015 Q3	$21K	Sell	387 -102	-21%	-$5.8K	0.01%	274
2015 Q2	$28K	Buy	+489	New	+$28.9K	0.01%	273

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

Citigroup New York $235B AUM 32.99% 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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bruderman Asset Management's DFE Position: Q1 2017 in Review

Bruderman Asset Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2017, closing a stake of 385 shares — an estimated $21K sold.

Bruderman Asset Management first reported a position in DFE in Q2 2015 and held it in 7 quarters. The position peaked at $28K in Q2 2015. 102 funds tracked by Wall St. Rank hold DFE as of Q1 2017.

Bruderman Asset Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
Bruderman Asset Management sold 385 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2017, an estimated $21K.
Bruderman Asset Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2015 and held it in 7 quarters.
Bruderman Asset Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $28K in Q2 2015.
102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.