Creative Financial Designs’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Creative Financial Designs’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
2020 Q1	–	Sell	-340	Closed	-$22K	–	487
2019 Q4	$22K	Sell	340 -47	-12%	-$2.82K	0.01%	315
2019 Q3	$21K	Sell	387 -8,322	-96%	-$467K	0.01%	324
2019 Q2	$506K	Sell	8,709 -925	-10%	-$54.7K	0.27%	79
2019 Q1	$563K	Buy	9,634 +1,260	+15%	+$72.8K	0.34%	64
2018 Q4	$447K	Sell	8,374 -363	-4%	-$20.8K	0.32%	62
2018 Q3	$553K	Buy	8,737 +266	+3%	+$17.3K	0.32%	65
2018 Q2	$553K	Buy	8,471 +783	+10%	+$55K	0.32%	70
2018 Q1	$537K	Buy	7,688 +190	+3%	+$13.6K	0.34%	69
2017 Q4	$529K	Sell	7,498 -338	-4%	-$23.3K	0.36%	70
2017 Q3	$544K	Sell	7,836 -34	-0.4%	-$2.28K	0.31%	76
2017 Q2	$508K	Sell	7,870 -281	-3%	-$17.9K	0.33%	76
2017 Q1	$481K	Buy	8,151 +801	+11%	+$45.9K	0.35%	75
2016 Q4	$401K	Buy	+7,350	New	+$393K	0.33%	72

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

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

Creative Financial Designs's DFE Position: Q1 2020 in Review

Creative Financial Designs sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 340 shares — an estimated $22K sold.

Creative Financial Designs first reported a position in DFE in Q4 2016 and held it in 13 quarters. The position peaked at $563K in Q1 2019. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

Creative Financial Designs reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 340 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $22K.
Creative Financial Designs first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and held it in 13 quarters.
Creative Financial Designs's WisdomTree Europe SmallCap Dividend Fund position peaked at $563K in Q1 2019.
83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.