SeaBridge Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

SeaBridge Investment 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
2018 Q2	–	Sell	-190	Closed	-$13K	–	253
2018 Q1	$13K	Hold	190	–	–	﹤0.01%	219
2017 Q4	$13K	Hold	190	–	–	﹤0.01%	227
2017 Q3	$13K	Hold	190	–	–	﹤0.01%	224
2017 Q2	$12K	Buy	+190	New	+$12.1K	﹤0.01%	226

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

SeaBridge Investment Advisors's DFE Position: Q2 2018 in Review

SeaBridge Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2018, closing a stake of 190 shares — an estimated $13K sold.

SeaBridge Investment Advisors first reported a position in DFE in Q2 2017 and held it in 4 quarters. The position peaked at $13K in Q1 2018. 135 funds tracked by Wall St. Rank hold DFE as of Q2 2018.

SeaBridge Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
SeaBridge Investment Advisors sold 190 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2018, an estimated $13K.
SeaBridge Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2017 and held it in 4 quarters.
SeaBridge Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $13K in Q1 2018.
135 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2018.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.