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Transamerica Financial Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Transamerica Financial 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
2017
Q3 		– Sell
-402
Closed -$26K – 423
2017
Q2 		$26K Buy
+402
New +$25.6K ﹤0.01% 235
2017
Q1 		– Sell
-680
Closed -$38K – 400
2016
Q4 		$38K Buy
680
+89
+15% +$4.76K ﹤0.01% 227
2016
Q3 		$33K Buy
591
+125
+27% +$6.74K ﹤0.01% 237
2016
Q2 		$24K Buy
+466
New +$26.2K ﹤0.01% 237

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Transamerica Financial Advisors's DFE Position: Q3 2017 in Review

Transamerica Financial Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2017, closing a stake of 402 shares — an estimated $26K sold.

Transamerica Financial Advisors first reported a position in DFE in Q2 2016 and held it in 4 quarters. The position peaked at $38K in Q4 2016. 114 funds tracked by Wall St. Rank hold DFE as of Q3 2017.

  • Transamerica Financial Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 402 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2017, an estimated $26K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2016 and held it in 4 quarters.
  • Transamerica Financial Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $38K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2017.

Based on Transamerica Financial Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.