Concert Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-818	Closed	-$45K	–	545
2016 Q3	$45K	Buy	+818	New	+$44.1K	0.01%	827
2014 Q3	–	Sell	-5,370	Closed	-$312K	–	549
2014 Q2	$312K	Sell	5,370 -141	-3%	-$8.71K	0.04%	404
2014 Q1	$340K	Buy	5,511 +110	+2%	+$6.63K	0.04%	371
2013 Q4	$311K	Buy	+5,401	New	+$290K	0.04%	366

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

MFWM

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

HCM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

BTS

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

Concert Wealth Management's DFE Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2016, closing a stake of 818 shares — an estimated $45K sold.

Concert Wealth Management first reported a position in DFE in Q4 2013 and held it in 4 quarters. The position peaked at $340K in Q1 2014. 102 funds tracked by Wall St. Rank hold DFE as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 818 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2016, an estimated $45K.
Concert Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 4 quarters.
Concert Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $340K in Q1 2014.
102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.