Janney Montgomery Scott
DFE icon

Janney Montgomery Scott’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Janney Montgomery Scott’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
2019
Q3 		– Sell
-11,106
Closed -$648K – 2062
2019
Q2 		$648K Buy
11,106
+5,967
+116% +$353K 0.01% 1274
2019
Q1 		$300K Sell
5,139
-388
-7% -$22.4K ﹤0.01% 1675
2018
Q4 		$295K Sell
5,527
-1,299
-19% -$74.3K ﹤0.01% 1564
2018
Q3 		$432K Sell
6,826
-1,821
-21% -$118K ﹤0.01% 1514
2018
Q2 		$564K Sell
8,647
-11,261
-57% -$791K 0.01% 1320
2018
Q1 		$1.39M Buy
19,908
+1,706
+9% +$122K 0.01% 818
2017
Q4 		$1.28M Buy
18,202
+5,736
+46% +$395K 0.01% 839
2017
Q3 		$866K Sell
12,466
-1,618
-11% -$108K 0.01% 989
2017
Q2 		$909K Buy
14,084
+6,943
+97% +$443K 0.01% 923
2017
Q1 		$422K Buy
7,141
+353
+5% +$20.2K 0.01% 1236
2016
Q4 		$371K Sell
6,788
-1,959
-22% -$105K 0.01% 1211
2016
Q3 		$484K Buy
+8,747
New +$471K 0.01% 971
2016
Q2 		– Sell
-11,133
Closed -$635K – 775
2016
Q1 		$635K Sell
11,133
-669
-6% -$35.6K 0.02% 676
2015
Q4 		$661K Sell
11,802
-9,115
-44% -$509K 0.02% 685
2015
Q3 		$1.13M Sell
20,917
-15,938
-43% -$906K 0.03% 497
2015
Q2 		$2.11M Sell
36,855
-7,938
-18% -$469K 0.04% 473
2015
Q1 		$2.49M Sell
44,793
-30,119
-40% -$1.63M 0.05% 486
2014
Q4 		$3.86M Sell
74,912
-4,246
-5% -$218K 0.08% 320
2014
Q3 		$4.15M Sell
79,158
-7,143
-8% -$404K 0.09% 286
2014
Q2 		$5.21M Buy
86,301
+43,685
+103% +$2.7M 0.11% 218
2014
Q1 		$2.66M Buy
42,616
+28,265
+197% +$1.7M 0.06% 376
2013
Q4 		$830K Buy
14,351
+4,617
+47% +$248K 0.02% 808
2013
Q3 		$491K Buy
+9,734
New +$459K 0.01% 1015

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Janney Montgomery Scott's DFE Position: Q3 2019 in Review

Janney Montgomery Scott sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2019, closing a stake of 11,106 shares — an estimated $648K sold.

Janney Montgomery Scott first reported a position in DFE in Q3 2013 and held it in 23 quarters. The position peaked at $5.21M in Q2 2014. 106 funds tracked by Wall St. Rank hold DFE as of Q3 2019.

  • Janney Montgomery Scott reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,106 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2019, an estimated $648K.
  • Janney Montgomery Scott first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2013 and held it in 23 quarters.
  • Janney Montgomery Scott's WisdomTree Europe SmallCap Dividend Fund position peaked at $5.21M in Q2 2014.
  • 106 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2019.

Based on Janney Montgomery Scott's 13F filing for Q3 2019, filed 29 Oct 2019.