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Lucia Wealth Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Lucia Wealth Services’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
-6,908
Closed -$437K – 184
2018
Q3 		$437K Sell
6,908
-1,925
-22% -$125K 0.14% 106
2018
Q2 		$576K Sell
8,833
-18,296
-67% -$1.28M 0.25% 80
2018
Q1 		$1.9M Buy
27,129
+20,857
+333% +$1.5M 0.62% 60
2017
Q4 		$443K Buy
+6,272
New +$432K 0.2% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lucia Wealth Services's DFE Position: Q4 2018 in Review

Lucia Wealth Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 6,908 shares — an estimated $437K sold.

Lucia Wealth Services first reported a position in DFE in Q4 2017 and held it in 4 quarters. The position peaked at $1.9M in Q1 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

  • Lucia Wealth Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 6,908 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $437K.
  • Lucia Wealth Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
  • Lucia Wealth Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.9M in Q1 2018.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.