Enterprise Financial Services Corp (EFSC)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-449	Closed	-$33K	–	600
2021 Q2	$33K	Sell	449 -375	-46%	-$27.9K	0.01%	475
2021 Q1	$57K	Hold	824	–	–	0.01%	380
2020 Q4	$53K	Hold	824	–	–	0.01%	371
2020 Q3	$44K	Hold	824	–	–	0.01%	407
2020 Q2	$41K	Sell	824 -400	-33%	-$18.4K	0.01%	413
2020 Q1	$50K	Hold	1,224	–	–	0.01%	352
2019 Q4	$80K	Hold	1,224	–	–	0.02%	330
2019 Q3	$68K	Hold	1,224	–	–	0.02%	334
2019 Q2	$71K	Sell	1,224 -800	-40%	-$47.3K	0.02%	350
2019 Q1	$118K	Buy	+2,024	New	+$117K	0.03%	284

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s DFE Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2021, closing a stake of 449 shares — an estimated $33K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DFE in Q1 2019 and held it in 10 quarters. The position peaked at $118K in Q1 2019. 85 funds tracked by Wall St. Rank hold DFE as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 449 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2021, an estimated $33K.
Enterprise Financial Services Corp (EFSC) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2019 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $118K in Q1 2019.
85 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.