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

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-300	Closed	-$18K	–	824
2019 Q1	$18K	Hold	300	–	–	﹤0.01%	1323
2018 Q4	$16K	Hold	300	–	–	﹤0.01%	1318
2018 Q3	$19K	Hold	300	–	–	﹤0.01%	1390
2018 Q2	$20K	Hold	300	–	–	﹤0.01%	1358
2018 Q1	$21K	Hold	300	–	–	﹤0.01%	1307
2017 Q4	$21K	Buy	+300	New	+$20.7K	﹤0.01%	1319

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

SeaCrest Wealth Management's DFE Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2019, closing a stake of 300 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in DFE in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q1 2018. 114 funds tracked by Wall St. Rank hold DFE as of Q2 2019.

SeaCrest Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 300 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2019, an estimated $18K.
SeaCrest Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $21K in Q1 2018.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.