Clear Creek Financial Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Clear Creek Financial Management’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
2020 Q3	–	Sell	-7,200	Closed	-$356K	–	120
2020 Q2	$356K	Buy	7,200 +70	+1%	+$3.22K	0.09%	156
2020 Q1	$302K	Buy	7,130 +92	+1%	+$5.2K	0.11%	115
2019 Q4	$454K	Buy	7,038 +9	+0.1%	+$541	0.18%	67
2019 Q3	$422K	Sell	7,029 -474	-6%	-$26.6K	0.2%	66
2019 Q2	$437K	Buy	+7,503	New	+$444K	0.19%	71

Other funds holding DFE

MFWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

NCM

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Creek Financial Management's DFE Position: Q3 2020 in Review

Clear Creek Financial Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2020, closing a stake of 7,200 shares — an estimated $356K sold.

Clear Creek Financial Management first reported a position in DFE in Q2 2019 and held it in 5 quarters. The position peaked at $454K in Q4 2019. 79 funds tracked by Wall St. Rank hold DFE as of Q3 2020.

Clear Creek Financial Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Clear Creek Financial Management sold 7,200 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2020, an estimated $356K.
Clear Creek Financial Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2019 and held it in 5 quarters.
Clear Creek Financial Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $454K in Q4 2019.
79 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.