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

Geneos 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
2017
Q1 		– Sell
-600
Closed -$32K – 2075
2016
Q4 		$32K Hold
600
– – ﹤0.01% 994
2016
Q3 		$33K Hold
600
– – ﹤0.01% 950
2016
Q2 		$30K Hold
600
– – ﹤0.01% 982
2016
Q1 		$34K Buy
+600
New +$31.9K 0.01% 919

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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

Geneos Wealth Management's DFE Position: Q1 2017 in Review

Geneos Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2017, closing a stake of 600 shares — an estimated $32K sold.

Geneos Wealth Management first reported a position in DFE in Q1 2016 and held it in 4 quarters. The position peaked at $34K in Q1 2016. 102 funds tracked by Wall St. Rank hold DFE as of Q1 2017.

  • Geneos Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 600 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2017, an estimated $32K.
  • Geneos Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2016 and held it in 4 quarters.
  • Geneos Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $34K in Q1 2016.
  • 102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.