Financial Partners Capital Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Financial Partners Capital Management’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 Q1	–	Sell	-60,573	Closed	-$4.27M	–	82
2017 Q4	$4.27M	Sell	60,573 -65	-0.1%	-$4.48K	0.79%	47
2017 Q3	$4.21M	Sell	60,638 -79	-0.1%	-$5.3K	0.81%	48
2017 Q2	$3.92M	Buy	60,717 +1,126	+2%	+$71.8K	0.82%	47
2017 Q1	$3.52M	Sell	59,591 -639	-1%	-$36.6K	0.77%	48
2016 Q4	$3.29M	Sell	60,230 -620	-1%	-$33.2K	0.79%	46
2016 Q3	$3.29M	Sell	60,850 -42,234	-41%	-$2.28M	0.84%	45
2016 Q2	$5.26M	Sell	103,084 -30,225	-23%	-$1.7M	1.41%	32
2016 Q1	$7.6M	Buy	133,309 +13,415	+11%	+$714K	1.89%	21
2015 Q4	$6.71M	Buy	+119,894	New	+$6.7M	1.6%	25

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Financial Partners Capital Management's DFE Position: Q1 2018 in Review

Financial Partners Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2018, closing a stake of 60,573 shares — an estimated $4.27M sold.

Financial Partners Capital Management first reported a position in DFE in Q4 2015 and held it in 9 quarters. The position peaked at $7.6M in Q1 2016. 138 funds tracked by Wall St. Rank hold DFE as of Q1 2018.

Financial Partners Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Financial Partners Capital Management sold 60,573 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2018, an estimated $4.27M.
Financial Partners Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 9 quarters.
Financial Partners Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $7.6M in Q1 2016.
138 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.