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Optimum Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Optimum Investment Advisors’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
-112
Closed -$7K – 883
2019
Q4 		$7K Sell
112
-399
-78% -$24K ﹤0.01% 813
2019
Q3 		$29K Sell
511
-1,112
-69% -$62.4K 0.01% 617
2019
Q2 		$95K Sell
1,623
-1,078
-40% -$63.8K 0.03% 387
2019
Q1 		$158K Sell
2,701
-759
-22% -$43.8K 0.05% 307
2018
Q4 		$185K Sell
3,460
-3,438
-50% -$197K 0.06% 268
2018
Q3 		$437K Sell
6,898
-52
-0.7% -$3.37K 0.12% 173
2018
Q2 		$454K Buy
6,950
+47
+0.7% +$3.3K 0.13% 171
2018
Q1 		$483K Buy
6,903
+3
+0% +$215 0.14% 168
2017
Q4 		$487K Buy
6,900
+7
+0.1% +$482 0.15% 167
2017
Q3 		$479K Buy
6,893
+12
+0.2% +$804 0.16% 171
2017
Q2 		$444K Buy
6,881
+1,245
+22% +$79.3K 0.15% 180
2017
Q1 		$333K Buy
5,636
+101
+2% +$5.79K 0.12% 203
2016
Q4 		$302K Buy
5,535
+5
+0.1% +$267 0.11% 215
2016
Q3 		$306K Buy
5,530
+1,325
+32% +$71.4K 0.12% 214
2016
Q2 		$215K Hold
4,205
– – 0.08% 250
2016
Q1 		$240K Sell
4,205
-100
-2% -$5.32K 0.09% 223
2015
Q4 		$241K Hold
4,305
– – 0.09% 231
2015
Q3 		$232K Buy
+4,305
New +$245K 0.09% 232
2015
Q1 		$240K Sell
4,305
-760
-15% -$41.1K 0.08% 258
2014
Q4 		$261K Sell
5,065
-7,680
-60% -$394K 0.08% 225
2014
Q3 		$668K Sell
12,745
-3,088
-20% -$175K 0.22% 121
2014
Q2 		$957K Buy
15,833
+1,560
+11% +$96.4K 0.31% 88
2014
Q1 		$892K Buy
14,273
+4,003
+39% +$241K 0.34% 85
2013
Q4 		$594K Buy
10,270
+3,640
+55% +$196K 0.22% 123
2013
Q3 		$335K Buy
+6,630
New +$312K 0.14% 160

Other funds holding DFE

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's DFE Position: Q1 2020 in Review

Optimum Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 112 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in DFE in Q3 2013 and held it in 25 quarters. The position peaked at $957K in Q2 2014. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

  • Optimum Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 112 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $7K.
  • Optimum Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2013 and held it in 25 quarters.
  • Optimum Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $957K in Q2 2014.
  • 83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.