MYCIO Wealth Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-200	Closed	-$13K	–	104
2019 Q4	$13K	Sell	200 -476	-70%	-$28.6K	﹤0.01%	447
2019 Q3	$38K	Buy	676 +476	+238%	+$26.7K	﹤0.01%	376
2019 Q2	$12K	Buy	+200	New	+$11.8K	﹤0.01%	384
2018 Q3	–	Sell	-3,646	Closed	-$238K	–	288
2018 Q2	$238K	Buy	+3,646	New	+$256K	0.02%	242

Other funds holding DFE

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

MFWM

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

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

MYCIO Wealth Partners's DFE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 200 shares — an estimated $13K sold.

MYCIO Wealth Partners first reported a position in DFE in Q2 2018 and held it in 4 quarters. The position peaked at $238K in Q2 2018. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

MYCIO Wealth Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 200 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $13K.
MYCIO Wealth Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2018 and held it in 4 quarters.
MYCIO Wealth Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $238K in Q2 2018.
83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.