Fortitude Advisory Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-30	Closed	-$2K	–	461
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1335
2021 Q4	$2K	Buy	+30	New	+$2.19K	﹤0.01%	1367

Other funds holding DFE

Jane Street New York $777B AUM 61.18% 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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fortitude Advisory Group's DFE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2022, closing a stake of 30 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in DFE in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 72 funds tracked by Wall St. Rank hold DFE as of Q2 2022.

Fortitude Advisory Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 30 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2022, an estimated $2K.
Fortitude Advisory Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $2K in Q1 2022.
72 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.