Klingman & Associates’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-622	Closed	-$34K	–	154
2016 Q3	$34K	Hold	622	–	–	0.01%	214
2016 Q2	$32K	Hold	622	–	–	0.01%	222
2016 Q1	$35K	Hold	622	–	–	0.01%	215
2015 Q4	$35K	Hold	622	–	–	0.01%	229
2015 Q3	$33K	Hold	622	–	–	0.01%	227
2015 Q2	$36K	Hold	622	–	–	0.01%	203
2015 Q1	$35K	Hold	622	–	–	0.01%	195
2014 Q4	$32K	Buy	+622	New	+$31.9K	0.01%	199

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HCM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTS

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

Klingman & Associates's DFE Position: Q4 2016 in Review

Klingman & Associates sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2016, closing a stake of 622 shares — an estimated $34K sold.

Klingman & Associates first reported a position in DFE in Q4 2014 and held it in 8 quarters. The position peaked at $36K in Q2 2015. 102 funds tracked by Wall St. Rank hold DFE as of Q4 2016.

Klingman & Associates reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 622 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2016, an estimated $34K.
Klingman & Associates first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2014 and held it in 8 quarters.
Klingman & Associates's WisdomTree Europe SmallCap Dividend Fund position peaked at $36K in Q2 2015.
102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.