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CA
Cumberland Advisors’s
WisdomTree Europe SmallCap Dividend Fund
DFE
Stock Holding History
Cumberland Advisors’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
Q3
–
Sell
-29,650
Closed
-$1.94M
–
42
2018
Q2
$1.94M
Buy
29,650
+1,050
+4%
+$73.7K
1.21%
31
2018
Q1
$2M
Sell
28,600
-2,060
-7%
-$148K
1.22%
29
2017
Q4
$2.16M
Buy
30,660
+1,350
+5%
+$93K
1.2%
30
2017
Q3
$2.04M
Sell
29,310
-3,170
-10%
-$213K
1.25%
27
2017
Q2
$2.1M
Buy
32,480
+13,790
+74%
+$879K
1.23%
25
2017
Q1
$1.1M
Buy
18,690
+200
+1%
+$11.5K
0.69%
28
2016
Q4
$1.01M
Sell
18,490
-2,050
-10%
-$110K
0.72%
30
2016
Q3
$1.14M
Sell
20,540
-340
-2%
-$18.3K
0.63%
29
2016
Q2
$1.07M
Buy
+20,880
New
+$1.17M
0.66%
26
2014
Q3
–
Sell
-102,750
Closed
-$6.21M
–
64
2014
Q2
$6.21M
Buy
102,750
+3,490
+4%
+$216K
3.97%
9
2014
Q1
$6.21M
Buy
99,260
+6,640
+7%
+$400K
3.57%
13
2013
Q4
$5.36M
Buy
+92,620
New
+$4.98M
2.99%
12
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VSWA
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1-Year Est. Return
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$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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