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

IFP 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
2023
Q1 		– Sell
-455
Closed -$32K – 3604
2022
Q4 		$32K Sell
455
-320
-41% -$16.5K ﹤0.01% 2546
2022
Q3 		$54K Hold
775
– – ﹤0.01% 2306
2022
Q2 		$54K Hold
775
– – ﹤0.01% 2110
2022
Q1 		$54K Buy
+775
New +$53.4K ﹤0.01% 2110
2020
Q1 		– Sell
-3
Closed -$170 – 2803
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2889
2019
Q3 		$0 Buy
+3
New +$168 ﹤0.01% 3082
2019
Q1 		$30K Sell
502
-1,085
-68% -$62.7K ﹤0.01% 1172
2018
Q4 		$84K Sell
1,587
-499
-24% -$28.5K 0.01% 1292
2018
Q3 		$132K Buy
2,086
+5
+0.2% +$324 0.01% 1314
2018
Q2 		$136K Sell
2,081
-1,578
-43% -$111K 0.01% 1308
2018
Q1 		$258K Hold
3,659
– – 0.01% 884
2017
Q4 		$258K Buy
3,659
+573
+19% +$39.5K 0.01% 885
2017
Q3 		$214K Buy
3,086
+2,247
+268% +$151K 0.01% 1099
2017
Q2 		$54K Buy
839
+105
+14% +$6.69K ﹤0.01% 1911
2017
Q1 		$43K Sell
734
-1,075
-59% -$61.6K ﹤0.01% 2011
2016
Q4 		$99K Sell
1,809
-394
-18% -$21.1K ﹤0.01% 1461
2016
Q3 		$122K Sell
2,203
-85
-4% -$4.58K 0.01% 1258
2016
Q2 		$117K Buy
2,288
+1,786
+356% +$100K 0.01% 1239
2016
Q1 		$30K Sell
502
-17,637
-97% -$938K ﹤0.01% 1172
2015
Q4 		$1.02M Buy
+18,139
New +$1.01M 0.07% 306

Other funds holding DFE

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's DFE Position: Q1 2023 in Review

IFP Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2023, closing a stake of 455 shares — an estimated $32K sold.

IFP Advisors first reported a position in DFE in Q4 2015 and held it in 20 quarters. The position peaked at $1.02M in Q4 2015. 73 funds tracked by Wall St. Rank hold DFE as of Q1 2023.

  • IFP Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 455 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2023, an estimated $32K.
  • IFP Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.02M in Q4 2015.
  • 73 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.