Investors Capital Advisory Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Investors Capital Advisory 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
2014 Q2	–	Sell	-3,936	Closed	-$246K	–	700
2014 Q1	$246K	Buy	+3,936	New	+$237K	0.05%	458

Other funds holding DFE

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Investors Capital Advisory Services's DFE Position: Q2 2014 in Review

Investors Capital Advisory Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2014, closing a stake of 3,936 shares — an estimated $246K sold.

Investors Capital Advisory Services first reported a position in DFE in Q1 2014 and held it in 1 quarter. The position peaked at $246K in Q1 2014. 102 funds tracked by Wall St. Rank hold DFE as of Q2 2014.

Investors Capital Advisory Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 3,936 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2014, an estimated $246K.
Investors Capital Advisory Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 1 quarter.
Investors Capital Advisory Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $246K in Q1 2014.
102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2014.

Based on Investors Capital Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.