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Cetera Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Cetera Advisors’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
Q3 		– Sell
-27,115
Closed -$1.58M – 907
2019
Q2 		$1.58M Buy
+27,115
New +$1.6M 0.07% 263
2019
Q1 		– Sell
-28,247
Closed -$1.51M – 1242
2018
Q4 		$1.51M Sell
28,247
-5,549
-16% -$317K 0.09% 224
2018
Q3 		$2.14M Buy
33,796
+1,131
+3% +$73.3K 0.11% 193
2018
Q2 		$2.14M Sell
32,665
-643
-2% -$45.1K 0.12% 175
2018
Q1 		$2.33M Buy
+33,308
New +$2.39M 0.14% 162
2017
Q4 		– Sell
-34,376
Closed -$2.39M – 797
2017
Q3 		$2.39M Sell
34,376
-832
-2% -$55.8K 0.14% 151
2017
Q2 		$2.27M Buy
35,208
+153
+0.4% +$9.75K 0.14% 154
2017
Q1 		$2.07M Buy
35,055
+891
+3% +$51K 0.14% 159
2016
Q4 		$1.86M Sell
34,164
-1,264
-4% -$67.6K 0.14% 157
2016
Q3 		$1.96M Buy
35,428
+9,484
+37% +$511K 0.15% 147
2016
Q2 		$1.33M Buy
25,944
+14,574
+128% +$820K 0.1% 204
2016
Q1 		$653K Buy
11,370
+2,016
+22% +$107K 0.05% 340
2015
Q4 		$522K Sell
9,354
-13,603
-59% -$760K 0.04% 389
2015
Q3 		$1.23M Buy
22,957
+318
+1% +$18.1K 0.12% 193
2015
Q2 		$1.29M Buy
22,639
+4,089
+22% +$242K 0.11% 202
2015
Q1 		$1.03M Sell
18,550
-45,969
-71% -$2.49M 0.1% 248
2014
Q4 		$3.31M Sell
64,519
-43,510
-40% -$2.23M 0.32% 80
2014
Q3 		$5.65M Sell
108,029
-3,820
-3% -$216K 0.43% 32
2014
Q2 		$6.76M Buy
111,849
+96,311
+620% +$5.95M 0.76% 22
2014
Q1 		$974K Buy
+15,538
New +$936K 0.13% 179
2013
Q4 		– Sell
-4,105
Closed -$208K – 506
2013
Q3 		$208K Buy
+4,105
New +$193K 0.04% 400

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Cetera Advisors's DFE Position: Q3 2019 in Review

Cetera Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2019, closing a stake of 27,115 shares — an estimated $1.58M sold.

Cetera Advisors first reported a position in DFE in Q3 2013 and held it in 21 quarters. The position peaked at $6.76M in Q2 2014. 106 funds tracked by Wall St. Rank hold DFE as of Q3 2019.

  • Cetera Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Cetera Advisors sold 27,115 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2019, an estimated $1.58M.
  • Cetera Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2013 and held it in 21 quarters.
  • Cetera Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $6.76M in Q2 2014.
  • 106 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2019.

Based on Cetera Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.