V
DFE icon

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

Veritable’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
Q4 		– Sell
-3,890
Closed -$215K – 749
2016
Q3 		$215K Buy
+3,890
New +$210K 0.01% 674

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Veritable's DFE Position: Q4 2016 in Review

Veritable sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2016, closing a stake of 3,890 shares — an estimated $215K sold.

Veritable first reported a position in DFE in Q3 2016 and held it in 1 quarter. The position peaked at $215K in Q3 2016. 102 funds tracked by Wall St. Rank hold DFE as of Q4 2016.

  • Veritable reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Veritable sold 3,890 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2016, an estimated $215K.
  • Veritable first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Veritable's WisdomTree Europe SmallCap Dividend Fund position peaked at $215K in Q3 2016.
  • 102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2016.

Based on Veritable's 13F filing for Q4 2016, filed 14 Feb 2017.