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Lugano Financial Advisors SA (LFA)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-7,927
Closed -$502K – 144
2018
Q4 		$502K Hold
7,927
– – 0.35% 44
2018
Q3 		$502K Sell
7,927
-112
-1% -$7.26K 0.35% 44
2018
Q2 		$521K Buy
+8,039
New +$564K 0.5% 42

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
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

Lugano Financial Advisors SA (LFA)'s DFE Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2019, closing a stake of 7,927 shares — an estimated $502K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DFE in Q2 2018 and held it in 3 quarters. The position peaked at $521K in Q2 2018. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2019.

  • Lugano Financial Advisors SA (LFA) reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 7,927 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2019, an estimated $502K.
  • Lugano Financial Advisors SA (LFA) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2018 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $521K in Q2 2018.
  • 108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.