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

Cornerstone 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
2018
Q4 		– Sell
-37,506
Closed -$542K – 512
2018
Q3 		$542K Buy
37,506
+439
+1% +$28.5K 0.01% 886
2018
Q2 		$570K Buy
+37,067
New +$2.6M 0.01% 963

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cornerstone Wealth Management's DFE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 37,506 shares — an estimated $542K sold.

Cornerstone Wealth Management first reported a position in DFE in Q2 2018 and held it in 2 quarters. The position peaked at $570K in Q2 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 37,506 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $542K.
  • Cornerstone Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $570K in Q2 2018.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.