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

YorkBridge Wealth Partners’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
Q1 		– Sell
-20
Closed -$1K – 886
2016
Q4 		$1K Buy
+20
New +$1.07K ﹤0.01% 824

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MFWM
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CC
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VSWA
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BCI
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YorkBridge Wealth Partners's DFE Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2017, closing a stake of 20 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in DFE in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 102 funds tracked by Wall St. Rank hold DFE as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 20 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $1K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.