Harel Insurance Investments & Financial Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Harel Insurance Investments & Financial Services’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 Q4	–	Sell	-8,000	Closed	-$506K	–	478
2018 Q3	$506K	Sell	8,000 -1,000	-11%	-$64.9K	0.03%	136
2018 Q2	$587K	Buy	9,000 +1,000	+13%	+$70.2K	0.03%	119
2018 Q1	$559K	Buy	8,000 +1,500	+23%	+$108K	0.03%	136
2017 Q4	$459K	Buy	6,500 +2,910	+81%	+$201K	0.03%	139
2017 Q3	$249K	Hold	3,590	–	–	0.02%	158
2017 Q2	$232K	Buy	3,590 +2,500	+229%	+$159K	0.02%	167
2017 Q1	$66K	Hold	1,090	–	–	0.01%	243
2016 Q4	$60K	Sell	1,090 -280	-20%	-$15K	0.01%	191
2016 Q3	$76K	Sell	1,370 -1,200	-47%	-$64.7K	0.01%	187
2016 Q2	$131K	Buy	+2,570	New	+$145K	0.02%	210
2016 Q1	–	Sell	-2,495	Closed	-$133K	–	205
2015 Q4	$140K	Buy	+2,495	New	+$139K	0.02%	124

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 $6.59M AUM 15.17% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DFE Position: Q4 2018 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 8,000 shares — an estimated $506K sold.

Harel Insurance Investments & Financial Services first reported a position in DFE in Q4 2015 and held it in 11 quarters. The position peaked at $587K in Q2 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

Harel Insurance Investments & Financial Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 8,000 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $506K.
Harel Insurance Investments & Financial Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $587K in Q2 2018.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2018, filed 29 Jan 2019.