Focused Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Focused Wealth 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 Q4	–	Sell	-67	Closed	-$4K	–	700
2018 Q3	$4K	Hold	67	–	–	﹤0.01%	541
2018 Q2	$4K	Buy	67 +2	+3%	+$140	﹤0.01%	530
2018 Q1	$5K	Hold	65	–	–	﹤0.01%	554
2017 Q4	$5K	Hold	65	–	–	﹤0.01%	543
2017 Q3	$5K	Hold	65	–	–	﹤0.01%	509
2017 Q2	$4K	Hold	65	–	–	﹤0.01%	576
2017 Q1	$4K	Hold	65	–	–	﹤0.01%	563
2016 Q4	$4K	Hold	65	–	–	﹤0.01%	567
2016 Q3	$4K	Hold	65	–	–	﹤0.01%	547
2016 Q2	$3K	Hold	65	–	–	﹤0.01%	561
2016 Q1	$4K	Hold	65	–	–	﹤0.01%	499
2015 Q4	$4K	Hold	65	–	–	﹤0.01%	532
2015 Q3	$3K	Hold	65	–	–	﹤0.01%	540
2015 Q2	$4K	Hold	65	–	–	﹤0.01%	524
2015 Q1	$4K	Buy	+65	New	+$3.51K	﹤0.01%	548

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focused Wealth Management's DFE Position: Q4 2018 in Review

Focused Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 67 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in DFE in Q1 2015 and held it in 15 quarters. The position peaked at $5K in Q1 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

Focused Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Focused Wealth Management sold 67 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $4K.
Focused Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and held it in 15 quarters.
Focused Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $5K in Q1 2018.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Focused Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.