IFWM
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Institute for Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-343
Closed -$22K – 429
2019
Q4 		$22K Buy
+343
New +$20.6K 0.01% 560

Other funds holding DFE

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's DFE Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2020, closing a stake of 343 shares — an estimated $22K sold.

Institute for Wealth Management first reported a position in DFE in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 83 funds tracked by Wall St. Rank hold DFE as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 343 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2020, an estimated $22K.
  • Institute for Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $22K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.