Psagot Value Holdings’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Psagot Value Holdings’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	-69	Closed	-$5K	–	401
2019 Q4	$5K	Hold	69	–	–	﹤0.01%	417
2019 Q3	$4K	Hold	69	–	–	﹤0.01%	386
2019 Q2	$4K	Hold	69	–	–	﹤0.01%	394
2019 Q1	$4K	Hold	69	–	–	﹤0.01%	427
2018 Q4	$4K	Hold	69	–	–	﹤0.01%	422
2018 Q3	$4K	Hold	69	–	–	﹤0.01%	356
2018 Q2	$5K	Hold	69	–	–	﹤0.01%	324
2018 Q1	$5K	Buy	+69	New	+$4.95K	﹤0.01%	322
2017 Q2	–	Sell	-3,000	Closed	-$177K	–	316
2017 Q1	$177K	Hold	3,000	–	–	0.01%	218
2016 Q4	$164K	Hold	3,000	–	–	0.01%	208
2016 Q3	$166K	Sell	3,000 -1,000	-25%	-$53.9K	0.01%	210
2016 Q2	$204K	Sell	4,000 -1,000	-20%	-$56.3K	0.01%	201
2016 Q1	$285K	Hold	5,000	–	–	0.01%	228
2015 Q4	$280K	Hold	5,000	–	–	0.01%	231
2015 Q3	$269K	Hold	5,000	–	–	0.01%	230
2015 Q2	$286K	Hold	5,000	–	–	0.01%	231
2015 Q1	$278K	Buy	5,000 +1,400	+39%	+$75.7K	0.01%	215
2014 Q4	$185K	Hold	3,600	–	–	0.01%	243
2014 Q3	$189K	Buy	3,600 +2,000	+125%	+$113K	0.01%	217
2014 Q2	$97K	Hold	1,600	–	–	﹤0.01%	273
2014 Q1	$100K	Buy	+1,600	New	+$96.4K	﹤0.01%	318

Other funds holding DFE

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Psagot Value Holdings's DFE Position: Q1 2020 in Review

Psagot Value Holdings sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 69 shares — an estimated $5K sold.

Psagot Value Holdings first reported a position in DFE in Q1 2014 and held it in 21 quarters. The position peaked at $286K in Q2 2015. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

Psagot Value Holdings reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Psagot Value Holdings sold 69 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $5K.
Psagot Value Holdings first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 21 quarters.
Psagot Value Holdings's WisdomTree Europe SmallCap Dividend Fund position peaked at $286K in Q2 2015.
83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.