FinTrust Capital Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

FinTrust Capital Advisors’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 Q3	$159K	Hold	2,500	–	–	0.03%	348
2024 Q2	$149K	Hold	2,500	–	–	0.03%	336
2024 Q1	$149K	Hold	2,500	–	–	0.03%	332
2023 Q4	$149K	Hold	2,500	–	–	0.03%	304
2023 Q3	$131K	Hold	2,500	–	–	0.03%	302
2023 Q2	$137K	Hold	2,500	–	–	0.03%	309
2023 Q1	$137K	Hold	2,500	–	–	0.03%	308
2022 Q4	$137K	Hold	2,500	–	–	0.03%	307
2022 Q3	$119K	Hold	2,500	–	–	0.03%	338
2022 Q2	$139K	Hold	2,500	–	–	0.03%	322
2022 Q1	$168K	Hold	2,500	–	–	0.04%	313
2021 Q4	$186K	Hold	2,500	–	–	0.04%	297
2021 Q3	$180K	Hold	2,500	–	–	0.05%	288
2021 Q2	$184K	Hold	2,500	–	–	0.05%	299
2021 Q1	$174K	Hold	2,500	–	–	0.05%	291
2020 Q4	$161K	Hold	2,500	–	–	0.05%	282
2020 Q3	$133	Hold	2,500	–	–	0.03%	309
2020 Q2	$124K	Hold	2,500	–	–	0.05%	291
2020 Q1	$102K	Hold	2,500	–	–	0.05%	290
2019 Q4	$163K	Hold	2,500	–	–	0.07%	244
2019 Q3	$140K	Hold	2,500	–	–	0.05%	289
2019 Q2	$146K	Hold	2,500	–	–	0.06%	242
2019 Q1	$146K	Hold	2,500	–	–	0.06%	230
2018 Q4	$133K	Buy	+2,500	New	+$143K	0.07%	228

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FTUS

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FinTrust Capital Advisors's DFE Position: Q3 2024 in Review

FinTrust Capital Advisors held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q3 2024 at 2,500 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #348.

FinTrust Capital Advisors first reported a position in DFE in Q4 2018 and has held it in 24 quarters since. The position peaked at $186K in Q4 2021. 56 funds tracked by Wall St. Rank hold DFE as of Q3 2024.

FinTrust Capital Advisors held 2,500 shares of WisdomTree Europe SmallCap Dividend Fund worth $159K as of Q3 2024.
FinTrust Capital Advisors left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q3 2024.
WisdomTree Europe SmallCap Dividend Fund made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #348 holding.
FinTrust Capital Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $186K in Q4 2021.
56 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.