Pinnacle Summer Investments’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	–	Sell	-250	Closed	-$13K	–	830
2015 Q3	$13K	Buy	+250	New	+$14.2K	﹤0.01%	697
2015 Q2	–	Sell	-250	Closed	-$14K	–	786
2015 Q1	$14K	Hold	250	–	–	﹤0.01%	731
2014 Q4	$13K	Hold	250	–	–	﹤0.01%	762
2014 Q3	$13K	Buy	+250	New	+$14.2K	﹤0.01%	776

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Pinnacle Summer Investments's DFE Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2015, closing a stake of 250 shares — an estimated $13K sold.

Pinnacle Summer Investments first reported a position in DFE in Q3 2014 and held it in 4 quarters. The position peaked at $14K in Q1 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q4 2015.

Pinnacle Summer Investments reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 250 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2015, an estimated $13K.
Pinnacle Summer Investments first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2014 and held it in 4 quarters.
Pinnacle Summer Investments's WisdomTree Europe SmallCap Dividend Fund position peaked at $14K in Q1 2015.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.