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Barry Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Barry Investment 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
Q1 		– Sell
-3,141
Closed -$234K – 130
2021
Q4 		$234K Sell
3,141
-508
-14% -$37.2K 0.06% 117
2021
Q3 		$262K Buy
3,649
+15
+0.4% +$1.14K 0.07% 99
2021
Q2 		$267K Buy
3,634
+39
+1% +$2.91K 0.07% 96
2021
Q1 		$250K Buy
3,595
+6
+0.2% +$406 0.07% 94
2020
Q4 		$232K Buy
+3,589
New +$207K 0.07% 94
2020
Q3 		– Sell
-4,295
Closed -$213K – 88
2020
Q2 		$213K Buy
+4,295
New +$197K 0.08% 72
2020
Q1 		– Sell
-4,731
Closed -$305K – 73
2019
Q4 		$305K Sell
4,731
-7
-0.1% -$420 0.11% 53
2019
Q3 		$265K Sell
4,738
-39
-0.8% -$2.19K 0.1% 52
2019
Q2 		$279K Sell
4,777
-1,612
-25% -$95.4K 0.1% 56
2019
Q1 		$373K Sell
6,389
-40
-0.6% -$2.31K 0.12% 52
2018
Q4 		$343K Sell
6,429
-90
-1% -$5.14K 0.13% 56
2018
Q3 		$413K Buy
6,519
+329
+5% +$21.3K 0.14% 46
2018
Q2 		$404K Sell
6,190
-541
-8% -$38K 0.15% 48
2018
Q1 		$471K Buy
6,731
+2,158
+47% +$155K 0.18% 50
2017
Q4 		$323K Buy
+4,573
New +$315K 0.12% 54

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Barry Investment Advisors's DFE Position: Q1 2022 in Review

Barry Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2022, closing a stake of 3,141 shares — an estimated $234K sold.

Barry Investment Advisors first reported a position in DFE in Q4 2017 and held it in 15 quarters. The position peaked at $471K in Q1 2018. 82 funds tracked by Wall St. Rank hold DFE as of Q1 2022.

  • Barry Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 3,141 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2022, an estimated $234K.
  • Barry Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 15 quarters.
  • Barry Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $471K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2022.

Based on Barry Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.