CA
DFE icon

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

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cumberland Advisors's DFE Position: Q3 2018 in Review

Cumberland Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2018, closing a stake of 29,650 shares — an estimated $1.94M sold.

Cumberland Advisors first reported a position in DFE in Q4 2013 and held it in 12 quarters. The position peaked at $6.21M in Q2 2014. 122 funds tracked by Wall St. Rank hold DFE as of Q3 2018.

  • Cumberland Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Cumberland Advisors sold 29,650 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2018, an estimated $1.94M.
  • Cumberland Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 12 quarters.
  • Cumberland Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $6.21M in Q2 2014.
  • 122 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2018.

Based on Cumberland Advisors's 13F filing for Q3 2018, filed 4 Oct 2018.