Shelton Capital Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Shelton Capital 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
2018 Q2	–	Sell	-4,411	Closed	-$308K	–	866
2018 Q1	$308K	Sell	4,411 -57	-1%	-$4.09K	0.02%	542
2017 Q4	$315K	Hold	4,468	–	–	0.02%	559
2017 Q3	$310K	Hold	4,468	–	–	0.02%	547
2017 Q2	$288K	Buy	4,468 +394	+10%	+$25.1K	0.02%	596
2017 Q1	$241K	Buy	+4,074	New	+$233K	0.02%	698

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

Shelton Capital Management's DFE Position: Q2 2018 in Review

Shelton Capital Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2018, closing a stake of 4,411 shares — an estimated $308K sold.

Shelton Capital Management first reported a position in DFE in Q1 2017 and held it in 5 quarters. The position peaked at $315K in Q4 2017. 135 funds tracked by Wall St. Rank hold DFE as of Q2 2018.

Shelton Capital Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Shelton Capital Management sold 4,411 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2018, an estimated $308K.
Shelton Capital Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and held it in 5 quarters.
Shelton Capital Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $315K in Q4 2017.
135 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2018.

Based on Shelton Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.