Independent Portfolio Consultants’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Independent Portfolio Consultants’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 Q2	$121K	Buy	1,870 +620	+50%	+$39.5K	0.05%	384
2017 Q1	$74K	Sell	1,250 -460	-27%	-$26.4K	0.03%	504
2016 Q4	$93K	Sell	1,710 -60	-3%	-$3.21K	0.03%	457
2016 Q3	$98K	Sell	1,770 -160	-8%	-$8.62K	0.03%	446
2016 Q2	$98K	Buy	+1,930	New	+$109K	0.03%	449
2014 Q3	–	Sell	-20,660	Closed	-$1.25M	–	853
2014 Q2	$1.25M	Sell	20,660 -1,000	-5%	-$61.8K	0.35%	62
2014 Q1	$1.35M	Buy	+21,660	New	+$1.31M	0.43%	48

Other funds holding DFE

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

MFWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 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 $13.1B AUM 28.37% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Independent Portfolio Consultants's DFE Position: Q2 2017 in Review

Independent Portfolio Consultants increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 50% in Q2 2017, buying an estimated $39.5K and bringing the position to 1,870 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #384.

Independent Portfolio Consultants first reported a position in DFE in Q1 2014 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2014. 107 funds tracked by Wall St. Rank hold DFE as of Q2 2017.

Independent Portfolio Consultants held 1,870 shares of WisdomTree Europe SmallCap Dividend Fund worth $121K as of Q2 2017.
Independent Portfolio Consultants bought 620 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2017, an estimated $39.5K.
WisdomTree Europe SmallCap Dividend Fund made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #384 holding.
Independent Portfolio Consultants first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and has held it in 7 quarters since.
Independent Portfolio Consultants's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.35M in Q1 2014.
107 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.