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Gradient Investments’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Gradient Investments’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
Q1 		– Hold
0
– – – 1212
2023
Q4 		– Hold
0
– – – 1815
2023
Q3 		– Hold
0
– – – 1794
2018
Q1 		– Sell
-104
Closed -$7K – 1036
2017
Q4 		$7K Buy
+104
New +$7.17K ﹤0.01% 639

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gradient Investments's DFE Position: Q1 2024 in Review

Gradient Investments held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2024 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Gradient Investments first reported a position in DFE in Q4 2017 and has held it in 1 quarter since. The position peaked at $7K in Q4 2017. 61 funds tracked by Wall St. Rank hold DFE as of Q1 2024.

  • Gradient Investments held 0 shares of WisdomTree Europe SmallCap Dividend Fund worth $7 as of Q1 2024.
  • Gradient Investments left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2024.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1212 holding.
  • Gradient Investments first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and has held it in 1 quarter since.
  • Gradient Investments's WisdomTree Europe SmallCap Dividend Fund position peaked at $7K in Q4 2017.
  • 61 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.