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

Conservest 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
2025
Q1 		– Sell
-12,579
Closed -$712K – 111
2024
Q4 		$712K Sell
12,579
-412
-3% -$24.3K 0.07% 59
2024
Q3 		$776K Buy
12,991
+175
+1% +$10.9K 0.08% 55
2024
Q2 		$766K Sell
12,816
-175
-1% -$10.7K 0.08% 55
2024
Q1 		$776K Sell
12,991
-1,912
-13% -$111K 0.08% 55
2023
Q4 		$889K Sell
14,903
-1,095
-7% -$58.8K 0.09% 49
2023
Q3 		$839K Buy
15,998
+50
+0.3% +$2.77K 0.1% 47
2023
Q2 		$891K Buy
15,948
+112
+0.7% +$6.54K 0.1% 45
2023
Q1 		$923K Buy
15,836
+40
+0.3% +$2.35K 0.11% 45
2022
Q4 		$864K Buy
+15,796
New +$816K 0.11% 42
2022
Q3 		– Sell
-18,242
Closed -$976K – 41
2022
Q2 		$1.01M Sell
18,242
-97
-0.5% -$6.06K 0.13% 42
2022
Q1 		$1.23M Buy
18,339
+73
+0.4% +$5.03K 0.14% 37
2021
Q4 		$1.36M Sell
18,266
-917
-5% -$67.1K 0.15% 38
2021
Q3 		$1.38M Buy
19,183
+208
+1% +$15.7K 0.16% 37
2021
Q2 		$1.39M Sell
18,975
-542
-3% -$40.4K 0.16% 38
2021
Q1 		$1.36M Sell
19,517
-541
-3% -$36.6K 0.16% 37
2020
Q4 		$1.29M Sell
20,058
-2,154
-10% -$124K 0.16% 39
2020
Q3 		$1.18M Sell
22,212
-1,729
-7% -$92K 0.16% 36
2020
Q2 		$1.19M Sell
23,941
-1,899
-7% -$87.2K 0.17% 35
2020
Q1 		$1.05M Sell
25,840
-5,088
-16% -$288K 0.17% 35
2019
Q4 		$2.02M Sell
30,928
-1,011
-3% -$60.7K 0.26% 35
2019
Q3 		$1.79M Sell
31,939
-2,126
-6% -$119K 0.26% 40
2019
Q2 		$1.99M Sell
34,065
-2,670
-7% -$158K 0.29% 40
2019
Q1 		$2.15M Sell
36,735
-13,759
-27% -$795K 0.32% 38
2018
Q4 		$2.69M Sell
50,494
-11,217
-18% -$641K 0.44% 34
2018
Q3 		$3.91M Sell
61,711
-5,014
-8% -$325K 0.57% 29
2018
Q2 		$4.36M Buy
+66,725
New +$4.68M 0.68% 28
2017
Q4 		– Sell
-68,693
Closed -$4.77M – 89
2017
Q3 		$4.77M Buy
+68,693
New +$4.61M 0.76% 25

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Conservest Capital Advisors's DFE Position: Q1 2025 in Review

Conservest Capital Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2025, closing a stake of 12,579 shares — an estimated $712K sold.

Conservest Capital Advisors first reported a position in DFE in Q3 2017 and held it in 27 quarters. The position peaked at $4.77M in Q3 2017. 59 funds tracked by Wall St. Rank hold DFE as of Q1 2025.

  • Conservest Capital Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Conservest Capital Advisors sold 12,579 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2025, an estimated $712K.
  • Conservest Capital Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2017 and held it in 27 quarters.
  • Conservest Capital Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $4.77M in Q3 2017.
  • 59 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2025.

Based on Conservest Capital Advisors's 13F filing for Q1 2025, filed 5 May 2025.