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

NewSquare Capital’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
-116
Closed -$6K – 329
2018
Q4 		$6K Buy
+116
New +$6.63K ﹤0.01% 254

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Bank of America
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CC
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Jane Street
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Royal Bank of Canada
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Bank of New York Mellon
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BCI
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NewSquare Capital's DFE Position: Q1 2019 in Review

NewSquare Capital sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2019, closing a stake of 116 shares — an estimated $6K sold.

NewSquare Capital first reported a position in DFE in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2019.

  • NewSquare Capital reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • NewSquare Capital sold 116 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2019, an estimated $6K.
  • NewSquare Capital first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • NewSquare Capital's WisdomTree Europe SmallCap Dividend Fund position peaked at $6K in Q4 2018.
  • 108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2019.

Based on NewSquare Capital's 13F filing for Q1 2019, filed 25 Apr 2019.