Certified Advisory Corp’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-558	Closed	-$33K	–	796
2019 Q1	$33K	Hold	558	–	–	0.01%	349
2018 Q4	$30K	Buy	558 +1	+0.2%	+$57	0.02%	346
2018 Q3	$35K	Buy	557 +1	+0.2%	+$65	0.02%	339
2018 Q2	$36K	Buy	556 +5	+0.9%	+$351	0.02%	323
2018 Q1	$38K	Sell	551 -21	-4%	-$1.51K	0.02%	309
2017 Q4	$40K	Buy	+572	New	+$39.4K	0.03%	264

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NCM

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

Certified Advisory Corp's DFE Position: Q2 2019 in Review

Certified Advisory Corp sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2019, closing a stake of 558 shares — an estimated $33K sold.

Certified Advisory Corp first reported a position in DFE in Q4 2017 and held it in 6 quarters. The position peaked at $40K in Q4 2017. 114 funds tracked by Wall St. Rank hold DFE as of Q2 2019.

Certified Advisory Corp reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 558 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2019, an estimated $33K.
Certified Advisory Corp first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's WisdomTree Europe SmallCap Dividend Fund position peaked at $40K in Q4 2017.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.