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Investment Centers of America’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Investment Centers of America’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
Q1 		– Sell
-9,093
Closed -$500K – 644
2016
Q4 		$500K Sell
9,093
-597
-6% -$31.9K 0.04% 337
2016
Q3 		$537K Buy
+9,690
New +$522K 0.06% 281

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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 $11.7B AUM 21.33% 1-Year Est. Return

Investment Centers of America's DFE Position: Q1 2017 in Review

Investment Centers of America sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2017, closing a stake of 9,093 shares — an estimated $500K sold.

Investment Centers of America first reported a position in DFE in Q3 2016 and held it in 2 quarters. The position peaked at $537K in Q3 2016. 102 funds tracked by Wall St. Rank hold DFE as of Q1 2017.

  • Investment Centers of America reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Investment Centers of America sold 9,093 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2017, an estimated $500K.
  • Investment Centers of America first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2016 and held it in 2 quarters.
  • Investment Centers of America's WisdomTree Europe SmallCap Dividend Fund position peaked at $537K in Q3 2016.
  • 102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2017.

Based on Investment Centers of America's 13F filing for Q1 2017, filed 15 May 2017.