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

Price Wealth’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
Q4 		– Sell
-534
Closed -$34K – 152
2018
Q3 		$34K Hold
534
– – 0.01% 99
2018
Q2 		$35K Buy
+534
New +$37.5K 0.01% 144

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Price Wealth's DFE Position: Q4 2018 in Review

Price Wealth sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 534 shares — an estimated $34K sold.

Price Wealth first reported a position in DFE in Q2 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

  • Price Wealth reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Price Wealth sold 534 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $34K.
  • Price Wealth first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2018 and held it in 2 quarters.
  • Price Wealth's WisdomTree Europe SmallCap Dividend Fund position peaked at $35K in Q2 2018.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Price Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.