New England Investment & Retirement Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

New England Investment & Retirement Group’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	-99,471	Closed	-$6.3M	–	51
2018 Q3	$6.3M	Sell	99,471 -876	-0.9%	-$56.8K	4.13%	10
2018 Q2	$6.55M	Sell	100,347 -10,153	-9%	-$713K	4.36%	8
2018 Q1	$7.72M	Sell	110,500 -219	-0.2%	-$15.7K	4.23%	7
2017 Q4	$7.81M	Buy	110,719 +1,903	+2%	+$131K	4.11%	9
2017 Q3	$7.56M	Sell	108,816 -894	-0.8%	-$59.9K	4.2%	9
2017 Q2	$7.08M	Buy	+109,710	New	+$6.99M	4.09%	9
2016 Q2	–	Sell	-99,865	Closed	-$5.7M	–	55
2016 Q1	$5.7M	Sell	99,865 -55,635	-36%	-$2.96M	3.12%	9
2015 Q4	$8.71M	Sell	155,500 -15,395	-9%	-$860K	4.59%	6
2015 Q3	$9.2M	Buy	170,895 +8,628	+5%	+$491K	4.4%	6
2015 Q2	$9.42M	Buy	162,267 +89,931	+124%	+$5.32M	4.5%	8
2015 Q1	$4.03M	Buy	+72,336	New	+$3.91M	1.78%	16

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

New England Investment & Retirement Group's DFE Position: Q4 2018 in Review

New England Investment & Retirement Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 99,471 shares — an estimated $6.3M sold.

New England Investment & Retirement Group first reported a position in DFE in Q1 2015 and held it in 11 quarters. The position peaked at $9.42M in Q2 2015. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

New England Investment & Retirement Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
New England Investment & Retirement Group sold 99,471 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $6.3M.
New England Investment & Retirement Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and held it in 11 quarters.
New England Investment & Retirement Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $9.42M in Q2 2015.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on New England Investment & Retirement Group's 13F filing for Q4 2018, filed 6 Feb 2019.