Aptus Capital Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Aptus Capital 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
2024 Q2	–	Sell	-71	Closed	-$4.24K	–	1180
2024 Q1	$4.24K	Hold	71	–	–	﹤0.01%	1096
2023 Q4	$4.23K	Buy	+71	New	+$3.81K	﹤0.01%	841
2023 Q2	–	Sell	-71	Closed	-$4.14K	–	808
2023 Q1	$4.14K	Hold	71	–	–	﹤0.01%	738
2022 Q4	$3.88K	Hold	71	–	–	﹤0.01%	738
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	721
2022 Q2	$4K	Hold	71	–	–	﹤0.01%	616
2022 Q1	$5K	Buy	+71	New	+$4.9K	﹤0.01%	630
2020 Q1	–	Sell	-71	Closed	-$4K	–	432
2019 Q4	$4K	Buy	+71	New	+$4.26K	﹤0.01%	474

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aptus Capital Advisors's DFE Position: Q2 2024 in Review

Aptus Capital Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2024, closing a stake of 71 shares — an estimated $4.24K sold.

Aptus Capital Advisors first reported a position in DFE in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 63 funds tracked by Wall St. Rank hold DFE as of Q2 2024.

Aptus Capital Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Aptus Capital Advisors sold 71 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2024, an estimated $4.24K.
Aptus Capital Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and held it in 8 quarters.
Aptus Capital Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $5K in Q1 2022.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.