First Heartland Consultants’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

First Heartland Consultants’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 Q2	–	Sell	-4,815	Closed	-$335K	–	393
2021 Q1	$335K	Buy	4,815 +1,570	+48%	+$106K	0.05%	266
2020 Q4	$209K	Sell	3,245 -884	-21%	-$51.1K	0.03%	322
2020 Q3	$220K	Hold	4,129	–	–	0.04%	262
2020 Q2	$204K	Buy	+4,129	New	+$190K	0.04%	262
2020 Q1	–	Sell	-3,642	Closed	-$238K	–	253
2019 Q4	$238K	Hold	3,642	–	–	0.05%	267
2019 Q3	$204K	Hold	3,642	–	–	0.04%	276
2019 Q2	$212K	Buy	+3,642	New	+$215K	0.05%	263
2014 Q3	–	Sell	-28,690	Closed	-$1.73M	–	253
2014 Q2	$1.73M	Buy	28,690 +412	+1%	+$25.5K	0.78%	32
2014 Q1	$1.77M	Buy	28,278 +1,131	+4%	+$68.2K	0.87%	25
2013 Q4	$1.57M	Buy	+27,147	New	+$1.46M	0.88%	26

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return

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

First Heartland Consultants's DFE Position: Q2 2021 in Review

First Heartland Consultants sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2021, closing a stake of 4,815 shares — an estimated $335K sold.

First Heartland Consultants first reported a position in DFE in Q4 2013 and held it in 10 quarters. The position peaked at $1.77M in Q1 2014. 82 funds tracked by Wall St. Rank hold DFE as of Q2 2021.

First Heartland Consultants reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 4,815 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2021, an estimated $335K.
First Heartland Consultants first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2013 and held it in 10 quarters.
First Heartland Consultants's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.77M in Q1 2014.
82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.