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

Forvis Mazars 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
2018
Q2 		– Sell
-6,140
Closed -$429K – 234
2018
Q1 		$429K Hold
6,140
– – 0.04% 165
2017
Q4 		$433K Buy
+6,140
New +$423K 0.04% 164

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFE Position: Q2 2018 in Review

Forvis Mazars Wealth Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2018, closing a stake of 6,140 shares — an estimated $429K sold.

Forvis Mazars Wealth Advisors first reported a position in DFE in Q4 2017 and held it in 2 quarters. The position peaked at $433K in Q4 2017. 135 funds tracked by Wall St. Rank hold DFE as of Q2 2018.

  • Forvis Mazars Wealth Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 6,140 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2018, an estimated $429K.
  • Forvis Mazars Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $433K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2018, filed 13 Jul 2018.