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

Colony 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
2015 Q4	–	Sell	-53	Closed	-$3K	–	793
2015 Q3	$3K	Buy	+53	New	+$3.01K	﹤0.01%	731

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

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

HCM

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

MFWM

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Colony Group's DFE Position: Q4 2015 in Review

Colony Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2015, closing a stake of 53 shares — an estimated $3K sold.

Colony Group first reported a position in DFE in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q4 2015.

Colony Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
Colony Group sold 53 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2015, an estimated $3K.
Colony Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2015 and held it in 1 quarter.
Colony Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $3K in Q3 2015.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2015.

Based on Colony Group's 13F filing for Q4 2015, filed 19 Feb 2016.