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Fernwood Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-99
Closed -$5.92K – 308
2024
Q1 		$5.92K Buy
+99
New +$5.76K ﹤0.01% 625

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fernwood Investment Management's DFE Position: Q2 2024 in Review

Fernwood Investment Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2024, closing a stake of 99 shares — an estimated $5.92K sold.

Fernwood Investment Management first reported a position in DFE in Q1 2024 and held it in 1 quarter. The position peaked at $5.92K in Q1 2024. 63 funds tracked by Wall St. Rank hold DFE as of Q2 2024.

  • Fernwood Investment Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 99 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2024, an estimated $5.92K.
  • Fernwood Investment Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $5.92K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.