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

WealthShield’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
2017 Q4	$17K	Buy	+232	New	+$16K	0.01%	183

Other funds holding DFE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WealthShield's DFE Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2017: 232 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings.

131 funds tracked by Wall St. Rank hold DFE as of Q4 2017.

WealthShield held 232 shares of WisdomTree Europe SmallCap Dividend Fund worth $17K as of Q4 2017.
WisdomTree Europe SmallCap Dividend Fund was a new WealthShield position in Q4 2017.
WisdomTree Europe SmallCap Dividend Fund made up 0.01% of WealthShield's portfolio in Q4 2017, its #183 holding.
131 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.