Founders Financial Alliance’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-200	Closed	-$12.7K	–	580
2024 Q3	$12.7K	Buy	200 +2	+1%	+$124	﹤0.01%	478
2024 Q2	$11.8K	Buy	198 +4	+2%	+$244	﹤0.01%	465
2024 Q1	$11.6K	Buy	194 +1	+0.5%	+$58	﹤0.01%	469
2023 Q4	$11.5K	Buy	193 +1	+0.5%	+$54	﹤0.01%	424
2023 Q3	$10.1K	Buy	192 +2	+1%	+$111	﹤0.01%	418
2023 Q2	$10.6K	Buy	190 +5	+3%	+$292	﹤0.01%	445
2023 Q1	$10.8K	Buy	185 +2	+1%	+$117	0.01%	400
2022 Q4	$10K	Buy	183 +1	+0.5%	+$52	﹤0.01%	420
2022 Q3	$8K	Buy	182 +2	+1%	+$107	﹤0.01%	423
2022 Q2	$10K	Buy	180 +7	+4%	+$438	0.01%	434
2022 Q1	$12K	Hold	173	–	–	0.01%	380
2021 Q4	$13K	Buy	173 +1	+0.6%	+$73	0.01%	412
2021 Q3	$12K	Buy	172 +1	+0.6%	+$76	0.01%	386
2021 Q2	$13K	Buy	171 +2	+1%	+$149	0.01%	403
2021 Q1	$12K	Buy	169 +1	+0.6%	+$68	0.01%	392
2020 Q4	$11K	Hold	168	–	–	0.01%	361
2020 Q3	$9K	Buy	+168	New	+$8.94K	0.01%	785

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

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

Founders Financial Alliance's DFE Position: Q4 2024 in Review

Founders Financial Alliance sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2024, closing a stake of 200 shares — an estimated $12.7K sold.

Founders Financial Alliance first reported a position in DFE in Q3 2020 and held it in 17 quarters. The position peaked at $13K in Q4 2021. 57 funds tracked by Wall St. Rank hold DFE as of Q4 2024.

Founders Financial Alliance reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Founders Financial Alliance sold 200 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2024, an estimated $12.7K.
Founders Financial Alliance first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2020 and held it in 17 quarters.
Founders Financial Alliance's WisdomTree Europe SmallCap Dividend Fund position peaked at $13K in Q4 2021.
57 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.