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New York Life Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

New York Life Investment 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
2014
Q3 		– Sell
-82,682
Closed -$5M – 200
2014
Q2 		$5M Buy
82,682
+26,853
+48% +$1.66M 0.85% 35
2014
Q1 		$3.49M Buy
+55,829
New +$3.36M 0.74% 38

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

New York Life Investment Management's DFE Position: Q3 2014 in Review

New York Life Investment Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2014, closing a stake of 82,682 shares — an estimated $5M sold.

New York Life Investment Management first reported a position in DFE in Q1 2014 and held it in 2 quarters. The position peaked at $5M in Q2 2014. 93 funds tracked by Wall St. Rank hold DFE as of Q3 2014.

  • New York Life Investment Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • New York Life Investment Management sold 82,682 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2014, an estimated $5M.
  • New York Life Investment Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 2 quarters.
  • New York Life Investment Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $5M in Q2 2014.
  • 93 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2014.

Based on New York Life Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.