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Guidance Point Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-1,830
Closed -$131K – 166
2021
Q3 		$131K Buy
+1,830
New +$138K 0.05% 103

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Guidance Point Advisors's DFE Position: Q4 2021 in Review

Guidance Point Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2021, closing a stake of 1,830 shares — an estimated $131K sold.

Guidance Point Advisors first reported a position in DFE in Q3 2021 and held it in 1 quarter. The position peaked at $131K in Q3 2021. 86 funds tracked by Wall St. Rank hold DFE as of Q4 2021.

  • Guidance Point Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 1,830 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2021, an estimated $131K.
  • Guidance Point Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $131K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.