Karp Capital Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-445	Closed	-$24K	–	172
2018 Q4	$24K	Buy	+445	New	+$25.4K	0.01%	197
2018 Q3	–	Sell	-43,259	Closed	-$2.82M	–	116
2018 Q2	$2.82M	Sell	43,259 -128	-0.3%	-$8.99K	1.11%	37
2018 Q1	$3.03M	Sell	43,387 -45	-0.1%	-$3.23K	1.22%	32
2017 Q4	$3.06M	Buy	+43,432	New	+$2.99M	1.3%	29

Other funds holding DFE

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Karp Capital Management's DFE Position: Q1 2019 in Review

Karp Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2019, closing a stake of 445 shares — an estimated $24K sold.

Karp Capital Management first reported a position in DFE in Q4 2017 and held it in 4 quarters. The position peaked at $3.06M in Q4 2017. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2019.

Karp Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 445 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2019, an estimated $24K.
Karp Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
Karp Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $3.06M in Q4 2017.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.