Cambridge Trust’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Cambridge Trust’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 Q3	–	Sell	-4,475	Closed	-$292K	–	246
2018 Q2	$292K	Sell	4,475 -500	-10%	-$35.1K	0.02%	210
2018 Q1	$348K	Sell	4,975 -1,000	-17%	-$71.8K	0.02%	205
2017 Q4	$422K	Hold	5,975	–	–	0.03%	194
2017 Q3	$415K	Hold	5,975	–	–	0.03%	190
2017 Q2	$386K	Hold	5,975	–	–	0.03%	194
2017 Q1	$353K	Buy	+5,975	New	+$342K	0.02%	218

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

BTS

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

VSWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Trust's DFE Position: Q3 2018 in Review

Cambridge Trust sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2018, closing a stake of 4,475 shares — an estimated $292K sold.

Cambridge Trust first reported a position in DFE in Q1 2017 and held it in 6 quarters. The position peaked at $422K in Q4 2017. 123 funds tracked by Wall St. Rank hold DFE as of Q3 2018.

Cambridge Trust reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Cambridge Trust sold 4,475 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2018, an estimated $292K.
Cambridge Trust first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and held it in 6 quarters.
Cambridge Trust's WisdomTree Europe SmallCap Dividend Fund position peaked at $422K in Q4 2017.
123 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2018.

Based on Cambridge Trust's 13F filing for Q3 2018, filed 22 Oct 2018.