Well Done LLC’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Well Done LLC’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 Q4	–	Sell	-12,203	Closed	-$772K	–	756
2018 Q3	$772K	Hold	12,203	–	–	0.22%	58
2018 Q2	$796K	Hold	12,203	–	–	0.24%	55
2018 Q1	$853K	Buy	12,203 +620	+5%	+$44.5K	0.26%	48
2017 Q4	$818K	Hold	11,583	–	–	0.27%	50
2017 Q3	$805K	Hold	11,583	–	–	0.25%	60
2017 Q2	$747K	Hold	11,583	–	–	0.26%	48
2017 Q1	$684K	Buy	11,583 +1,119	+11%	+$64.1K	0.24%	48
2016 Q4	$572K	Hold	10,464	–	–	0.22%	52
2016 Q3	$579K	Sell	10,464 -12,933	-55%	-$697K	0.21%	50
2016 Q2	$1.19M	Buy	23,397 +877	+4%	+$49.3K	0.43%	33
2016 Q1	$1.28M	Sell	22,520 -5,568	-20%	-$296K	0.47%	33
2015 Q4	$1.57M	Buy	+28,088	New	+$1.57M	0.56%	28

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

MFWM

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Well Done LLC's DFE Position: Q4 2018 in Review

Well Done LLC sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2018, closing a stake of 12,203 shares — an estimated $772K sold.

Well Done LLC first reported a position in DFE in Q4 2015 and held it in 12 quarters. The position peaked at $1.57M in Q4 2015. 114 funds tracked by Wall St. Rank hold DFE as of Q4 2018.

Well Done LLC reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Well Done LLC sold 12,203 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2018, an estimated $772K.
Well Done LLC first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 12 quarters.
Well Done LLC's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.57M in Q4 2015.
114 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2018.

Based on Well Done LLC's 13F filing for Q4 2018, filed 14 Feb 2019.