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Liberty Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Liberty 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
Q2 		– Sell
-117
Closed -$5K – 881
2020
Q1 		$5K Buy
+117
New +$6.62K ﹤0.01% 567
2019
Q3 		– Sell
-115
Closed -$7K – 894
2019
Q2 		$7K Buy
+115
New +$6.8K 0.01% 589

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's DFE Position: Q2 2020 in Review

Liberty Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2020, closing a stake of 117 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in DFE in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 80 funds tracked by Wall St. Rank hold DFE as of Q2 2020.

  • Liberty Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 117 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2020, an estimated $5K.
  • Liberty Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $7K in Q2 2019.
  • 80 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.