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Contravisory Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Contravisory Investment 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
2017
Q1 		– Sell
-41
Closed -$2K – 294
2016
Q4 		$2K Buy
+41
New +$2.19K ﹤0.01% 256

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Contravisory Investment Management's DFE Position: Q1 2017 in Review

Contravisory Investment Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2017, closing a stake of 41 shares — an estimated $2K sold.

Contravisory Investment Management first reported a position in DFE in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 102 funds tracked by Wall St. Rank hold DFE as of Q1 2017.

  • Contravisory Investment Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Contravisory Investment Management sold 41 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2017, an estimated $2K.
  • Contravisory Investment Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Contravisory Investment Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $2K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2017.

Based on Contravisory Investment Management's 13F filing for Q1 2017, filed 7 Apr 2017.