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

IHT 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
2018 Q2	–	Sell	-347	Closed	-$24K	–	636
2018 Q1	$24K	Sell	347 -390	-53%	-$28K	0.01%	910
2017 Q4	$53K	Sell	737 -69	-9%	-$4.75K	0.01%	680
2017 Q3	$56K	Buy	806 +71	+10%	+$4.76K	0.02%	489
2017 Q2	$12	Buy	735 +3	+0.4%	+$191	0.01%	912
2017 Q1	$43K	Buy	732 +560	+326%	+$32.1K	0.03%	452
2016 Q4	$9K	Buy	+172	New	+$9.2K	0.01%	815

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

IHT Wealth Management's DFE Position: Q2 2018 in Review

IHT Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2018, closing a stake of 347 shares — an estimated $24K sold.

IHT Wealth Management first reported a position in DFE in Q4 2016 and held it in 6 quarters. The position peaked at $56K in Q3 2017. 135 funds tracked by Wall St. Rank hold DFE as of Q2 2018.

IHT Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 347 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2018, an estimated $24K.
IHT Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $56K in Q3 2017.
135 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.