SevenBridge Financial Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-625	Closed	-$36K	–	238
2019 Q2	$36K	Hold	625	–	–	0.01%	320
2019 Q1	$37K	Hold	625	–	–	0.01%	271
2018 Q4	$33K	Hold	625	–	–	0.02%	243
2018 Q3	$40K	Hold	625	–	–	0.02%	258
2018 Q2	$41K	Hold	625	–	–	0.02%	261
2018 Q1	$44K	Hold	625	–	–	0.03%	255
2017 Q4	$44K	Sell	625 -100	-14%	-$6.89K	0.02%	267
2017 Q3	$50K	Hold	725	–	–	0.03%	254
2017 Q2	$47K	Hold	725	–	–	0.03%	267
2017 Q1	$43K	Hold	725	–	–	0.03%	269
2016 Q4	$39K	Hold	725	–	–	0.03%	284
2016 Q3	$39K	Sell	725 -450	-38%	-$24.3K	0.03%	282
2016 Q2	$60K	Buy	+1,175	New	+$66.1K	0.04%	246

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

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

NCM

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

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

WPIC

White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return

SevenBridge Financial Group's DFE Position: Q3 2019 in Review

SevenBridge Financial Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2019, closing a stake of 625 shares — an estimated $36K sold.

SevenBridge Financial Group first reported a position in DFE in Q2 2016 and held it in 13 quarters. The position peaked at $60K in Q2 2016. 106 funds tracked by Wall St. Rank hold DFE as of Q3 2019.

SevenBridge Financial Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 625 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2019, an estimated $36K.
SevenBridge Financial Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $60K in Q2 2016.
106 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.