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

Gupta 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
2016 Q1	$170K	Sell	2,989 -311	-9%	-$16.5K	0.04%	265
2015 Q4	$185K	Hold	3,300	–	–	0.05%	256
2015 Q3	$178K	Hold	3,300	–	–	0.04%	266
2015 Q2	$189K	Buy	3,300 +500	+18%	+$29.6K	0.05%	260
2015 Q1	$156K	Buy	+2,800	New	+$151K	0.05%	254

Other funds holding DFE

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Gupta Wealth Management's DFE Position: Q1 2016 in Review

Gupta Wealth Management reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 9.4% in Q1 2016, selling an estimated $16.5K and leaving 2,989 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #265.

Gupta Wealth Management first reported a position in DFE in Q1 2015 and has held it in 5 quarters since. The position peaked at $189K in Q2 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2016.

Gupta Wealth Management held 2,989 shares of WisdomTree Europe SmallCap Dividend Fund worth $170K as of Q1 2016.
Gupta Wealth Management sold 311 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2016, an estimated $16.5K.
WisdomTree Europe SmallCap Dividend Fund made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #265 holding.
Gupta Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $189K in Q2 2015.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.