Institutional & Family Asset Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Institutional & Family Asset 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
2020 Q1	–	Sell	-696	Closed	-$45K	–	833
2019 Q4	$45K	Hold	696	–	–	0.01%	326
2019 Q3	$39K	Hold	696	–	–	0.01%	316
2019 Q2	$41K	Hold	696	–	–	0.01%	331
2019 Q1	$41K	Hold	696	–	–	0.01%	344
2018 Q4	$37K	Hold	696	–	–	0.01%	348
2018 Q3	$44K	Hold	696	–	–	0.01%	358
2018 Q2	$45K	Hold	696	–	–	0.01%	355
2018 Q1	$49K	Buy	+696	New	+$50K	0.01%	325
2017 Q2	–	Sell	-6,992	Closed	-$413K	–	128
2017 Q1	$413K	Sell	6,992 -16,210	-70%	-$929K	0.13%	100
2016 Q4	$1.27M	Sell	23,202 -2,302	-9%	-$123K	0.4%	67
2016 Q3	$1.41M	Sell	25,504 -3,052	-11%	-$164K	0.47%	67
2016 Q2	$1.46M	Buy	28,556 +859	+3%	+$48.3K	0.51%	68
2016 Q1	$1.55M	Sell	27,697 -261	-0.9%	-$13.9K	0.58%	70
2015 Q4	$1.57M	Buy	+27,958	New	+$1.56M	0.59%	70

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's DFE Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 696 shares — an estimated $45K sold.

Institutional & Family Asset Management first reported a position in DFE in Q4 2015 and held it in 14 quarters. The position peaked at $1.57M in Q4 2015. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

Institutional & Family Asset Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 696 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $45K.
Institutional & Family Asset Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 14 quarters.
Institutional & Family Asset Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.57M in Q4 2015.
83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.