Surevest’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Surevest’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	-3,065	Closed	-$200K	–	105
2019 Q4	$200K	Sell	3,065 -529	-15%	-$31.8K	0.09%	141
2019 Q3	$201K	Sell	3,594 -748	-17%	-$41.9K	0.1%	129
2019 Q2	$253K	Sell	4,342 -1,855	-30%	-$110K	0.13%	120
2019 Q1	$362K	Sell	6,197 -1,205	-16%	-$69.6K	0.22%	100
2018 Q4	$395K	Buy	+7,402	New	+$423K	0.31%	65

Other funds holding DFE

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Surevest's DFE Position: Q1 2020 in Review

Surevest sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 3,065 shares — an estimated $200K sold.

Surevest first reported a position in DFE in Q4 2018 and held it in 5 quarters. The position peaked at $395K in Q4 2018. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

Surevest reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 3,065 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $200K.
Surevest first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree Europe SmallCap Dividend Fund position peaked at $395K in Q4 2018.
83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.