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

Genesis 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
2015 Q2	$80.2K	Buy	1,404 +904	+181%	+$53.5K	0.07%	138
2015 Q1	$28K	Hold	500	–	–	0.02%	255
2014 Q4	$28.4K	Buy	+500	New	+$25.7K	0.02%	276

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

Genesis Wealth Advisors's DFE Position: Q2 2015 in Review

Genesis Wealth Advisors increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 181% in Q2 2015, buying an estimated $53.5K and bringing the position to 1,404 shares worth $80.2K. The position accounts for 0.07% of the portfolio, ranked #138.

Genesis Wealth Advisors first reported a position in DFE in Q4 2014 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold DFE as of Q2 2015.

Genesis Wealth Advisors held 1,404 shares of WisdomTree Europe SmallCap Dividend Fund worth $80.2K as of Q2 2015.
Genesis Wealth Advisors bought 904 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2015, an estimated $53.5K.
WisdomTree Europe SmallCap Dividend Fund made up 0.07% of Genesis Wealth Advisors's portfolio in Q2 2015, its #138 holding.
Genesis Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2014 and has held it in 3 quarters since.
95 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.