Greenwood Capital Associates’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Greenwood Capital Associates’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 Q4	–	Sell	-37,646	Closed	-$2.62M	–	219
2017 Q3	$2.62M	Buy	+37,646	New	+$2.52M	0.65%	72
2014 Q3	–	Sell	-10,780	Closed	-$651K	–	144
2014 Q2	$651K	Sell	10,780 -10,534	-49%	-$651K	0.2%	87
2014 Q1	$1.33M	Buy	+21,314	New	+$1.28M	0.43%	76

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 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

Greenwood Capital Associates's DFE Position: Q4 2017 in Review

Greenwood Capital Associates sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2017, closing a stake of 37,646 shares — an estimated $2.62M sold.

Greenwood Capital Associates first reported a position in DFE in Q1 2014 and held it in 3 quarters. The position peaked at $2.62M in Q3 2017. 131 funds tracked by Wall St. Rank hold DFE as of Q4 2017.

Greenwood Capital Associates reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
Greenwood Capital Associates sold 37,646 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2017, an estimated $2.62M.
Greenwood Capital Associates first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 3 quarters.
Greenwood Capital Associates's WisdomTree Europe SmallCap Dividend Fund position peaked at $2.62M in Q3 2017.
131 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2017.

Based on Greenwood Capital Associates's 13F filing for Q4 2017, filed 2 Feb 2018.