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Calton & Associates’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-783
Closed -$58K – 540
2017
Q4 		$58K Buy
+783
New +$54K 0.01% 646

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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

Calton & Associates's DFE Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2018, closing a stake of 783 shares — an estimated $58K sold.

Calton & Associates first reported a position in DFE in Q4 2017 and held it in 1 quarter. The position peaked at $58K in Q4 2017. 138 funds tracked by Wall St. Rank hold DFE as of Q1 2018.

  • Calton & Associates reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 783 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2018, an estimated $58K.
  • Calton & Associates first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's WisdomTree Europe SmallCap Dividend Fund position peaked at $58K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.