Clear Harbor Asset Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Clear Harbor Asset 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 Q4	–	Sell	-200	Closed	-$10.6K	–	415
2020 Q3	$10.6K	Buy	+200	New	+$10.6K	﹤0.01%	578
2020 Q1	–	Sell	-200	Closed	-$13.1K	–	370
2019 Q4	$13.1K	Buy	+200	New	+$12K	﹤0.01%	581
2015 Q1	–	Sell	-11,550	Closed	-$594K	–	312
2014 Q4	$594K	Buy	+11,550	New	+$593K	0.12%	137

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

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

SFG

Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return

MIFH

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

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

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

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

Clear Harbor Asset Management's DFE Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2020, closing a stake of 200 shares — an estimated $10.6K sold.

Clear Harbor Asset Management first reported a position in DFE in Q4 2014 and held it in 3 quarters. The position peaked at $594K in Q4 2014. 75 funds tracked by Wall St. Rank hold DFE as of Q4 2020.

Clear Harbor Asset Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 200 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2020, an estimated $10.6K.
Clear Harbor Asset Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2014 and held it in 3 quarters.
Clear Harbor Asset Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $594K in Q4 2014.
75 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.