FWM
DFE icon

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

Frontier 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
2015
Q2 		– Sell
-6,155
Closed -$343K – 354
2015
Q1 		$343K Buy
+6,155
New +$333K 0.06% 210

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Frontier Wealth Management's DFE Position: Q2 2015 in Review

Frontier Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2015, closing a stake of 6,155 shares — an estimated $343K sold.

Frontier Wealth Management first reported a position in DFE in Q1 2015 and held it in 1 quarter. The position peaked at $343K in Q1 2015. 95 funds tracked by Wall St. Rank hold DFE as of Q2 2015.

  • Frontier Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 6,155 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2015, an estimated $343K.
  • Frontier Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and held it in 1 quarter.
  • Frontier Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $343K in Q1 2015.
  • 95 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.