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GFI Investment Counsel’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

GFI Investment Counsel’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
-260
Closed -$18K – 27
2018
Q1 		$18K Buy
+260
New +$18.7K 0.01% 28

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

GFI Investment Counsel's DFE Position: Q2 2018 in Review

GFI Investment Counsel sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2018, closing a stake of 260 shares — an estimated $18K sold.

GFI Investment Counsel first reported a position in DFE in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 135 funds tracked by Wall St. Rank hold DFE as of Q2 2018.

  • GFI Investment Counsel reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • GFI Investment Counsel sold 260 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2018, an estimated $18K.
  • GFI Investment Counsel first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • GFI Investment Counsel's WisdomTree Europe SmallCap Dividend Fund position peaked at $18K in Q1 2018.
  • 135 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2018.

Based on GFI Investment Counsel's 13F filing for Q2 2018, filed 13 Aug 2018.