Evolution Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Evolution Wealth 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
2019 Q3	–	Sell	-53,322	Closed	-$3.11M	–	504
2019 Q2	$3.11M	Sell	53,322 -295	-0.6%	-$17.5K	1.34%	15
2019 Q1	$3.13M	Buy	53,617 +23,081	+76%	+$1.33M	1.44%	19
2018 Q4	$1.63M	Buy	+30,536	New	+$1.75M	0.74%	35

Other funds holding DFE

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

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

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Evolution Wealth Advisors's DFE Position: Q3 2019 in Review

Evolution Wealth Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2019, closing a stake of 53,322 shares — an estimated $3.11M sold.

Evolution Wealth Advisors first reported a position in DFE in Q4 2018 and held it in 3 quarters. The position peaked at $3.13M in Q1 2019. 106 funds tracked by Wall St. Rank hold DFE as of Q3 2019.

Evolution Wealth Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 53,322 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2019, an estimated $3.11M.
Evolution Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and held it in 3 quarters.
Evolution Wealth Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $3.13M in Q1 2019.
106 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2019.

Based on Evolution Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.