Insight Wealth Strategies’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Insight Wealth Strategies’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
2020 Q4	–	Sell	-4,343	Closed	-$231K	–	222
2020 Q3	$231K	Sell	4,343 -337	-7%	-$17.9K	0.04%	179
2020 Q2	$232K	Buy	+4,680	New	+$215K	0.05%	152
2020 Q1	–	Sell	-4,684	Closed	-$306K	–	162
2019 Q4	$306K	Buy	4,684 +25	+0.5%	+$1.5K	0.06%	167
2019 Q3	$260K	Sell	4,659 -1,380	-23%	-$77.4K	0.06%	167
2019 Q2	$352K	Buy	6,039 +111	+2%	+$6.57K	0.09%	129
2019 Q1	$346K	Buy	5,928 +1,386	+31%	+$80.1K	0.1%	117
2018 Q4	$242K	Buy	+4,542	New	+$260K	0.07%	124

Other funds holding DFE

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insight Wealth Strategies's DFE Position: Q4 2020 in Review

Insight Wealth Strategies sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2020, closing a stake of 4,343 shares — an estimated $231K sold.

Insight Wealth Strategies first reported a position in DFE in Q4 2018 and held it in 7 quarters. The position peaked at $352K in Q2 2019. 75 funds tracked by Wall St. Rank hold DFE as of Q4 2020.

Insight Wealth Strategies reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Insight Wealth Strategies sold 4,343 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2020, an estimated $231K.
Insight Wealth Strategies first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and held it in 7 quarters.
Insight Wealth Strategies's WisdomTree Europe SmallCap Dividend Fund position peaked at $352K in Q2 2019.
75 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.