EisnerAmper Wealth Management Corporate Benefits’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-17,565	Closed	-$1.02M	–	56
2023 Q1	$1.02M	Buy	+17,565	New	+$1.03M	0.5%	36

Other funds holding DFE

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's DFE Position: Q2 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2023, closing a stake of 17,565 shares — an estimated $1.02M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in DFE in Q1 2023 and held it in 1 quarter. The position peaked at $1.02M in Q1 2023. 63 funds tracked by Wall St. Rank hold DFE as of Q2 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 17,565 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2023, an estimated $1.02M.
EisnerAmper Wealth Management Corporate Benefits first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2023 and held it in 1 quarter.
EisnerAmper Wealth Management Corporate Benefits's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.02M in Q1 2023.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2023, filed 11 Jul 2023.