Hanson & Doremus Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Hanson & Doremus Investment 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
2018 Q3	–	Sell	-214	Closed	-$14K	–	463
2018 Q2	$14K	Hold	214	–	–	﹤0.01%	405
2018 Q1	$15K	Hold	214	–	–	﹤0.01%	416
2017 Q4	$15K	Hold	214	–	–	0.01%	411
2017 Q3	$15K	Hold	214	–	–	0.01%	393
2017 Q2	$14K	Buy	+214	New	+$13.6K	0.01%	397

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

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

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

BTS

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

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hanson & Doremus Investment Management's DFE Position: Q3 2018 in Review

Hanson & Doremus Investment Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2018, closing a stake of 214 shares — an estimated $14K sold.

Hanson & Doremus Investment Management first reported a position in DFE in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q1 2018. 123 funds tracked by Wall St. Rank hold DFE as of Q3 2018.

Hanson & Doremus Investment Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Hanson & Doremus Investment Management sold 214 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2018, an estimated $14K.
Hanson & Doremus Investment Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2017 and held it in 5 quarters.
Hanson & Doremus Investment Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $15K in Q1 2018.
123 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2018.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2018, filed 24 Oct 2018.