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FAS Wealth Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

FAS Wealth Partners’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
Q4 		– Sell
-108
Closed -$8K – 404
2021
Q3 		$8K Buy
+108
New +$8.17K ﹤0.01% 381

Other funds holding DFE

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MFWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FAS Wealth Partners's DFE Position: Q4 2021 in Review

FAS Wealth Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2021, closing a stake of 108 shares — an estimated $8K sold.

FAS Wealth Partners first reported a position in DFE in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 86 funds tracked by Wall St. Rank hold DFE as of Q4 2021.

  • FAS Wealth Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • FAS Wealth Partners sold 108 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2021, an estimated $8K.
  • FAS Wealth Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2021 and held it in 1 quarter.
  • FAS Wealth Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $8K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2021.

Based on FAS Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.