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

United Capital 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
2020
Q1 		– Sell
-4,758
Closed -$311K – 1234
2019
Q4 		$311K Sell
4,758
-3,860
-45% -$232K ﹤0.01% 1126
2019
Q3 		$482K Sell
8,618
-300
-3% -$16.8K ﹤0.01% 962
2019
Q2 		$520K Sell
8,918
-920
-9% -$54.4K ﹤0.01% 1039
2019
Q1 		$573K Sell
9,838
-957
-9% -$55.3K ﹤0.01% 936
2018
Q4 		$576K Sell
10,795
-8,240
-43% -$471K ﹤0.01% 876
2018
Q3 		$1.21M Sell
19,035
-1,432
-7% -$92.9K 0.01% 727
2018
Q2 		$1.34M Sell
20,467
-1,697
-8% -$119K 0.01% 689
2018
Q1 		$1.55M Sell
22,164
-1,806
-8% -$130K 0.01% 656
2017
Q4 		$1.69M Sell
23,970
-5,278
-18% -$364K 0.01% 639
2017
Q3 		$2.03M Sell
29,248
-1,854
-6% -$124K 0.02% 567
2017
Q2 		$2.01M Sell
31,102
-4,989
-14% -$318K 0.02% 574
2017
Q1 		$2.13M Buy
36,091
+180
+0.5% +$10.3K 0.02% 552
2016
Q4 		$1.96M Sell
35,911
-6,725
-16% -$360K 0.02% 570
2016
Q3 		$2.36M Buy
42,636
+4,178
+11% +$225K 0.02% 548
2016
Q2 		$1.96M Buy
38,458
+4,071
+12% +$229K 0.02% 553
2016
Q1 		$1.96M Buy
34,387
+7,220
+27% +$384K 0.02% 537
2015
Q4 		$1.52M Buy
27,167
+5,091
+23% +$284K 0.02% 596
2015
Q3 		$1.19M Buy
22,076
+6,551
+42% +$372K 0.01% 646
2015
Q2 		$887K Buy
15,525
+1,911
+14% +$113K 0.01% 752
2015
Q1 		$803K Buy
13,614
+6,480
+91% +$350K 0.01% 775
2014
Q4 		$367K Buy
+7,134
New +$366K 0.01% 908

Other funds holding DFE

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's DFE Position: Q1 2020 in Review

United Capital Financial Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 4,758 shares — an estimated $311K sold.

United Capital Financial Advisors first reported a position in DFE in Q4 2014 and held it in 21 quarters. The position peaked at $2.36M in Q3 2016. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

  • United Capital Financial Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,758 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $311K.
  • United Capital Financial Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2014 and held it in 21 quarters.
  • United Capital Financial Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $2.36M in Q3 2016.
  • 83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.