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

Orser 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
2018
Q1 		– Sell
-9,990
Closed -$737K – 96
2017
Q4 		$737K Buy
+9,990
New +$688K 0.66% 60

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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

Orser Capital Management's DFE Position: Q1 2018 in Review

Orser Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2018, closing a stake of 9,990 shares — an estimated $737K sold.

Orser Capital Management first reported a position in DFE in Q4 2017 and held it in 1 quarter. The position peaked at $737K in Q4 2017. 138 funds tracked by Wall St. Rank hold DFE as of Q1 2018.

  • Orser Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Orser Capital Management sold 9,990 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2018, an estimated $737K.
  • Orser Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Orser Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $737K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2018.

Based on Orser Capital Management's 13F filing for Q1 2018, filed 14 Nov 2019.