Clean Yield Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Clean Yield Group’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
2016 Q3	–	Sell	-140	Closed	-$7K	–	321
2016 Q2	$7K	Hold	140	–	–	﹤0.01%	268
2016 Q1	$8K	Buy	+140	New	+$7.45K	﹤0.01%	256
2015 Q2	–	Sell	-140	Closed	-$8K	–	159
2015 Q1	$8K	Buy	+140	New	+$7.57K	﹤0.01%	296

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clean Yield Group's DFE Position: Q3 2016 in Review

Clean Yield Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2016, closing a stake of 140 shares — an estimated $7K sold.

Clean Yield Group first reported a position in DFE in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q1 2016. 101 funds tracked by Wall St. Rank hold DFE as of Q3 2016.

Clean Yield Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2016 after selling out during the quarter.
Clean Yield Group sold 140 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2016, an estimated $7K.
Clean Yield Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and held it in 3 quarters.
Clean Yield Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $8K in Q1 2016.
101 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2016.

Based on Clean Yield Group's 13F filing for Q3 2016, filed 28 Oct 2016.