EI
DFE icon

Ellevest Inc’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-50
Closed -$3K – 1452
2022
Q1 		$3K Hold
50
– – ﹤0.01% 1120
2021
Q4 		$4K Hold
50
– – ﹤0.01% 1042
2021
Q3 		$4K Hold
50
– – ﹤0.01% 998
2021
Q2 		$4K Hold
50
– – ﹤0.01% 923
2021
Q1 		$3K Hold
50
– – ﹤0.01% 987
2020
Q4 		$3K Buy
+50
New +$2.89K ﹤0.01% 903

Other funds holding DFE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ellevest Inc's DFE Position: Q2 2022 in Review

Ellevest Inc sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

Ellevest Inc first reported a position in DFE in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 72 funds tracked by Wall St. Rank hold DFE as of Q2 2022.

  • Ellevest Inc reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 50 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2022, an estimated $3K.
  • Ellevest Inc first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2020 and held it in 6 quarters.
  • Ellevest Inc's WisdomTree Europe SmallCap Dividend Fund position peaked at $4K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.