Cornerstone Financial Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Cornerstone Financial Partners’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 Q3	–	Sell	-18,327	Closed	-$1.18M	–	116
2017 Q2	$1.18M	Sell	18,327 -19,756	-52%	-$1.26M	0.47%	50
2017 Q1	$2.25M	Buy	38,083 +197	+0.5%	+$11.3K	0.75%	38
2016 Q4	$2.07M	Sell	37,886 -7,651	-17%	-$409K	0.66%	40
2016 Q3	$2.52M	Sell	45,537 -21,023	-32%	-$1.13M	0.88%	34
2016 Q2	$3.4M	Buy	+66,560	New	+$3.74M	1.21%	21

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Cornerstone Financial Partners's DFE Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2017, closing a stake of 18,327 shares — an estimated $1.18M sold.

Cornerstone Financial Partners first reported a position in DFE in Q2 2016 and held it in 5 quarters. The position peaked at $3.4M in Q2 2016. 114 funds tracked by Wall St. Rank hold DFE as of Q3 2017.

Cornerstone Financial Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Cornerstone Financial Partners sold 18,327 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2017, an estimated $1.18M.
Cornerstone Financial Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2016 and held it in 5 quarters.
Cornerstone Financial Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $3.4M in Q2 2016.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.