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Nelson Capital Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Nelson Capital Management’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
2017
Q2 		– Sell
-59
Closed -$4K – 293
2017
Q1 		$4K Buy
+59
New +$3.38K ﹤0.01% 234

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UBS Group
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Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Nelson Capital Management's DFE Position: Q2 2017 in Review

Nelson Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2017, closing a stake of 59 shares — an estimated $4K sold.

Nelson Capital Management first reported a position in DFE in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 107 funds tracked by Wall St. Rank hold DFE as of Q2 2017.

  • Nelson Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Nelson Capital Management sold 59 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2017, an estimated $4K.
  • Nelson Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and held it in 1 quarter.
  • Nelson Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $4K in Q1 2017.
  • 107 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2017.

Based on Nelson Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.