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

Waverly 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
2015
Q1 		– Sell
-393
Closed -$20K – 352
2014
Q4 		$20K Hold
393
– – 0.01% 212
2014
Q3 		$21K Buy
393
+120
+44% +$6.79K 0.01% 327
2014
Q2 		$16K Buy
+273
New +$16.9K 0.01% 365

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's DFE Position: Q1 2015 in Review

Waverly Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2015, closing a stake of 393 shares — an estimated $20K sold.

Waverly Advisors first reported a position in DFE in Q2 2014 and held it in 3 quarters. The position peaked at $21K in Q3 2014. 94 funds tracked by Wall St. Rank hold DFE as of Q1 2015.

  • Waverly Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 393 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2015, an estimated $20K.
  • Waverly Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $21K in Q3 2014.
  • 94 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.