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American Portfolios Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$49.4K Sell
1,091
-566
-34% -$30.3K ﹤0.01% 1707
2022
Q2 		$91.5K Buy
1,657
+25
+2% +$1.56K ﹤0.01% 1447
2022
Q1 		$110K Buy
1,632
+40
+3% +$2.76K ﹤0.01% 1454
2021
Q4 		$119K Sell
1,592
-710
-31% -$51.9K ﹤0.01% 1433
2021
Q3 		$165K Buy
2,302
+435
+23% +$32.9K 0.01% 1207
2021
Q2 		$137K Buy
1,867
+70
+4% +$5.22K 0.01% 1286
2021
Q1 		$125K Buy
1,797
+84
+5% +$5.69K 0.01% 1236
2020
Q4 		$111K Buy
1,713
+28
+2% +$1.62K 0.01% 1114
2020
Q3 		$89.6K Sell
1,685
-545
-24% -$29K 0.01% 1095
2020
Q2 		$110K Sell
2,230
-1,220
-35% -$56K 0.01% 963
2020
Q1 		$140K Sell
3,450
-35
-1% -$1.98K 0.01% 770
2019
Q4 		$228K Sell
3,485
-536
-13% -$32.2K 0.02% 700
2019
Q3 		$225K Hold
4,021
– – 0.02% 672
2019
Q2 		$235K Sell
4,021
-145
-3% -$8.58K 0.02% 647
2019
Q1 		$243K Sell
4,166
-240
-5% -$13.9K 0.02% 583
2018
Q4 		$235K Sell
4,406
-498
-10% -$28.5K 0.03% 467
2018
Q3 		$310K Sell
4,904
-375
-7% -$24.3K 0.04% 450
2018
Q2 		$345K Buy
5,279
+285
+6% +$20K 0.05% 376
2018
Q1 		$349K Sell
4,994
-493
-9% -$35.4K 0.05% 351
2017
Q4 		$387K Buy
+5,487
New +$378K 0.06% 315

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's DFE Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 34% in Q3 2022, selling an estimated $30.3K and leaving 1,091 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

American Portfolios Advisors first reported a position in DFE in Q4 2017 and has held it in 20 quarters since. The position peaked at $387K in Q4 2017. 63 funds tracked by Wall St. Rank hold DFE as of Q3 2022.

  • American Portfolios Advisors held 1,091 shares of WisdomTree Europe SmallCap Dividend Fund worth $49.4K as of Q3 2022.
  • American Portfolios Advisors sold 566 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2022, an estimated $30.3K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1707 holding.
  • American Portfolios Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $387K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.