DADC
DFE icon

D.A. Davidson & Co’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

D.A. Davidson & Co’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
2016
Q2 		– Sell
-26
Closed -$1K – 2332
2016
Q1 		$1K Buy
+26
New +$1.38K ﹤0.01% 2195

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.A. Davidson & Co's DFE Position: Q2 2016 in Review

D.A. Davidson & Co sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2016, closing a stake of 26 shares — an estimated $1K sold.

D.A. Davidson & Co first reported a position in DFE in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 101 funds tracked by Wall St. Rank hold DFE as of Q2 2016.

  • D.A. Davidson & Co reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • D.A. Davidson & Co sold 26 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2016, an estimated $1K.
  • D.A. Davidson & Co first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2016 and held it in 1 quarter.
  • D.A. Davidson & Co's WisdomTree Europe SmallCap Dividend Fund position peaked at $1K in Q1 2016.
  • 101 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2016.

Based on D.A. Davidson & Co's 13F filing for Q2 2016, filed 15 Aug 2016.