Keel Point Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Keel Point Advisors’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 Q4	$275K	Buy	+5,339	New	+$274K	0.22%	51

Other funds holding DFE

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

BTS

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

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

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

PWPCM

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

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

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

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

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

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

Keel Point Advisors's DFE Position: Q4 2014 in Review

Keel Point Advisors opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2014: 5,339 shares worth $275K. The stake represents 0.22% of the portfolio and ranks #51 among its holdings.

91 funds tracked by Wall St. Rank hold DFE as of Q4 2014.

Keel Point Advisors held 5,339 shares of WisdomTree Europe SmallCap Dividend Fund worth $275K as of Q4 2014.
WisdomTree Europe SmallCap Dividend Fund was a new Keel Point Advisors position in Q4 2014.
WisdomTree Europe SmallCap Dividend Fund made up 0.22% of Keel Point Advisors's portfolio in Q4 2014, its #51 holding.
91 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.