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Wealth Architects’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Wealth Architects’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
2018
Q3 		– Sell
-3,156
Closed -$206K – 136
2018
Q2 		$206K Hold
3,156
– – 0.07% 123
2018
Q1 		$221K Sell
3,156
-173
-5% -$12.4K 0.07% 113
2017
Q4 		$235K Buy
+3,329
New +$229K 0.08% 115

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Architects's DFE Position: Q3 2018 in Review

Wealth Architects sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2018, closing a stake of 3,156 shares — an estimated $206K sold.

Wealth Architects first reported a position in DFE in Q4 2017 and held it in 3 quarters. The position peaked at $235K in Q4 2017. 123 funds tracked by Wall St. Rank hold DFE as of Q3 2018.

  • Wealth Architects reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Wealth Architects sold 3,156 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2018, an estimated $206K.
  • Wealth Architects first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 3 quarters.
  • Wealth Architects's WisdomTree Europe SmallCap Dividend Fund position peaked at $235K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2018.

Based on Wealth Architects's 13F filing for Q3 2018, filed 4 Oct 2018.