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Delek Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Delek Group’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
-6,185
Closed -$394K – 220
2018
Q3 		$394K Sell
6,185
-456
-7% -$29.6K 0.02% 212
2018
Q2 		$433K Sell
6,641
-10,687
-62% -$750K 0.02% 218
2018
Q1 		$1.21M Buy
17,328
+1,730
+11% +$124K 0.06% 173
2017
Q4 		$1.1M Buy
+15,598
New +$1.07M 0.06% 181

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

Delek Group's DFE Position: Q4 2018 in Review

Delek Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 6,185 shares — an estimated $394K sold.

Delek Group first reported a position in DFE in Q4 2017 and held it in 4 quarters. The position peaked at $1.21M in Q1 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

  • Delek Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Delek Group sold 6,185 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $394K.
  • Delek Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
  • Delek Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.21M in Q1 2018.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Delek Group's 13F filing for Q4 2018, filed 14 Feb 2019.