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Baker Tilly Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Baker Tilly Wealth Management’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
2023
Q2 		– Sell
-12,261
Closed -$715K – 555
2023
Q1 		$715K Buy
+12,261
New +$719K 0.08% 258

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CC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Tilly Wealth Management's DFE Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2023, closing a stake of 12,261 shares — an estimated $715K sold.

Baker Tilly Wealth Management first reported a position in DFE in Q1 2023 and held it in 1 quarter. The position peaked at $715K in Q1 2023. 63 funds tracked by Wall St. Rank hold DFE as of Q2 2023.

  • Baker Tilly Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 12,261 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2023, an estimated $715K.
  • Baker Tilly Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $715K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.