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Caldwell Trust’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Caldwell Trust’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
2020
Q1 		– Sell
-105
Closed -$6.86K – 802
2019
Q4 		$6.86K Buy
+105
New +$6.31K ﹤0.01% 716

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Trust's DFE Position: Q1 2020 in Review

Caldwell Trust sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 105 shares — an estimated $6.86K sold.

Caldwell Trust first reported a position in DFE in Q4 2019 and held it in 1 quarter. The position peaked at $6.86K in Q4 2019. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

  • Caldwell Trust reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Caldwell Trust sold 105 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $6.86K.
  • Caldwell Trust first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Caldwell Trust's WisdomTree Europe SmallCap Dividend Fund position peaked at $6.86K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.