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Wealthspire Advisors (Maryland)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3,005
Closed -$171K – 1713
2016
Q1 		$171K Buy
3,005
+125
+4% +$6.65K 0.03% 396
2015
Q4 		$161K Buy
+2,880
New +$161K 0.03% 416

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DFE Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2016, closing a stake of 3,005 shares — an estimated $171K sold.

Wealthspire Advisors (Maryland) first reported a position in DFE in Q4 2015 and held it in 2 quarters. The position peaked at $171K in Q1 2016. 101 funds tracked by Wall St. Rank hold DFE as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,005 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2016, an estimated $171K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $171K in Q1 2016.
  • 101 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.