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Concourse Financial Group Securities’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Concourse Financial Group Securities’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
2019
Q3 		– Sell
-70
Closed -$3.92K – 1833
2019
Q2 		$4K Buy
+70
New +$4.14K ﹤0.01% 1797

Other funds holding DFE

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UBS Group
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MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Concourse Financial Group Securities's DFE Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2019, closing a stake of 70 shares — an estimated $3.92K sold.

Concourse Financial Group Securities first reported a position in DFE in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 106 funds tracked by Wall St. Rank hold DFE as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 70 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2019, an estimated $3.92K.
  • Concourse Financial Group Securities first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Concourse Financial Group Securities's WisdomTree Europe SmallCap Dividend Fund position peaked at $4K in Q2 2019.
  • 106 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.