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Perigon Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Perigon Wealth 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
Q2 		– Sell
-92
Closed -$6K – 318
2018
Q1 		$6K Buy
+92
New +$6.61K ﹤0.01% 543

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Perigon Wealth Management's DFE Position: Q2 2018 in Review

Perigon Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2018, closing a stake of 92 shares — an estimated $6K sold.

Perigon Wealth Management first reported a position in DFE in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 135 funds tracked by Wall St. Rank hold DFE as of Q2 2018.

  • Perigon Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 92 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2018, an estimated $6K.
  • Perigon Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Perigon Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $6K in Q1 2018.
  • 135 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.