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GHP Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

GHP Investment 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
2022
Q2 		– Sell
-194
Closed -$13K – 949
2022
Q1 		$13K Buy
+194
New +$13.4K ﹤0.01% 670

Other funds holding DFE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GHP Investment Advisors's DFE Position: Q2 2022 in Review

GHP Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2022, closing a stake of 194 shares — an estimated $13K sold.

GHP Investment Advisors first reported a position in DFE in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 72 funds tracked by Wall St. Rank hold DFE as of Q2 2022.

  • GHP Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 194 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2022, an estimated $13K.
  • GHP Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • GHP Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $13K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2022.

Based on GHP Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.