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Axim Planning & Wealth’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-33
Closed -$1K – 56
2022
Q3 		$1K Hold
33
– – ﹤0.01% 156
2022
Q2 		$2K Buy
+33
New +$2.06K ﹤0.01% 119

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axim Planning & Wealth's DFE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2022, closing a stake of 33 shares — an estimated $1K sold.

Axim Planning & Wealth first reported a position in DFE in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 65 funds tracked by Wall St. Rank hold DFE as of Q4 2022.

  • Axim Planning & Wealth reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 33 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2022, an estimated $1K.
  • Axim Planning & Wealth first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's WisdomTree Europe SmallCap Dividend Fund position peaked at $2K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.