Krilogy Financial’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-53	Closed	-$3K	–	259
2018 Q3	$3K	Buy	+53	New	+$3.44K	﹤0.01%	672
2018 Q2	–	Sell	-53	Closed	-$4K	–	270
2018 Q1	$4K	Hold	53	–	–	﹤0.01%	619
2017 Q4	$4K	Hold	53	–	–	﹤0.01%	622
2017 Q3	$4K	Buy	+53	New	+$3.55K	﹤0.01%	675

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Krilogy Financial's DFE Position: Q4 2018 in Review

Krilogy Financial sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 53 shares — an estimated $3K sold.

Krilogy Financial first reported a position in DFE in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

Krilogy Financial reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 53 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $3K.
Krilogy Financial first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2017 and held it in 4 quarters.
Krilogy Financial's WisdomTree Europe SmallCap Dividend Fund position peaked at $4K in Q1 2018.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.