UFA
DFE icon

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

US 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
2016
Q1 		– Sell
-300
Closed -$17K – 503
2015
Q4 		$17K Buy
+300
New +$16.8K 0.02% 263

Other funds holding DFE

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

US Financial Advisors's DFE Position: Q1 2016 in Review

US Financial Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2016, closing a stake of 300 shares — an estimated $17K sold.

US Financial Advisors first reported a position in DFE in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2016.

  • US Financial Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 300 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2016, an estimated $17K.
  • US Financial Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $17K in Q4 2015.
  • 108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.