Coppell Advisory Solutions’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Coppell Advisory Solutions’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 Q4	$7.75K	Buy	+130	New	+$6.98K	﹤0.01%	996
2023 Q3	–	Sell	-130	Closed	-$7.17K	–	1278
2023 Q2	$7.17K	Buy	+130	New	+$7.59K	﹤0.01%	767

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions's DFE Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2023: 130 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DFE as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in DFE in Q2 2023 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold DFE as of Q4 2023.

Coppell Advisory Solutions held 130 shares of WisdomTree Europe SmallCap Dividend Fund worth $7.75K as of Q4 2023.
WisdomTree Europe SmallCap Dividend Fund was a new Coppell Advisory Solutions position in Q4 2023.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #996 holding.
Coppell Advisory Solutions first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2023 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.