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Raymond James Financial Services Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Raymond James Financial Services Advisors’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
-7,600
Closed -$497K – 2494
2019
Q4 		$497K Buy
+7,600
New +$457K ﹤0.01% 1987
2019
Q3 		– Sell
-11,788
Closed -$688K – 2845
2019
Q2 		$688K Sell
11,788
-1,262
-10% -$74.7K ﹤0.01% 1718
2019
Q1 		$763K Sell
13,050
-73,574
-85% -$4.25M ﹤0.01% 1618
2018
Q4 		$4.62M Buy
86,624
+58,388
+207% +$3.34M 0.02% 568
2018
Q3 		$1.79M Sell
28,236
-5,866
-17% -$380K 0.01% 1144
2018
Q2 		$2.23M Sell
34,102
-2,954
-8% -$207K 0.01% 957
2018
Q1 		$2.59M Buy
37,056
+7,227
+24% +$519K 0.01% 820
2017
Q4 		$2.1M Buy
29,829
+6,825
+30% +$470K 0.01% 897
2017
Q3 		$1.6M Sell
23,004
-1,230
-5% -$82.5K 0.01% 1027
2017
Q2 		$1.56M Buy
24,234
+792
+3% +$50.5K 0.01% 1002
2017
Q1 		$1.38M Buy
23,442
+133
+0.6% +$7.62K 0.01% 995
2016
Q4 		$1.27M Sell
23,309
-12,770
-35% -$683K 0.01% 988
2016
Q3 		$2M Sell
36,079
-63
-0.2% -$3.4K 0.02% 771
2016
Q2 		$1.84M Sell
36,142
-11,228
-24% -$632K 0.02% 768
2016
Q1 		$2.7M Buy
47,370
+18,601
+65% +$989K 0.03% 514
2015
Q4 		$1.61M Buy
+28,769
New +$1.61M 0.02% 726

Other funds holding DFE

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors's DFE Position: Q1 2020 in Review

Raymond James Financial Services Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 7,600 shares — an estimated $497K sold.

Raymond James Financial Services Advisors first reported a position in DFE in Q4 2015 and held it in 16 quarters. The position peaked at $4.62M in Q4 2018. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

  • Raymond James Financial Services Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 7,600 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $497K.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $4.62M in Q4 2018.
  • 83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.