MBM Wealth Consultants’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

MBM Wealth Consultants’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	-802	Closed	-$43K	–	240
2020 Q3	$43K	Hold	802	–	–	0.03%	137
2020 Q2	$40K	Hold	802	–	–	0.03%	130
2020 Q1	$33K	Hold	802	–	–	0.03%	121
2019 Q4	$52K	Hold	802	–	–	0.04%	120
2019 Q3	$45K	Hold	802	–	–	0.04%	124
2019 Q2	$47K	Hold	802	–	–	0.04%	123
2019 Q1	$47K	Hold	802	–	–	0.04%	126
2018 Q4	$43K	Buy	+802	New	+$45.8K	0.04%	136

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

MBM Wealth Consultants's DFE Position: Q4 2020 in Review

MBM Wealth Consultants sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2020, closing a stake of 802 shares — an estimated $43K sold.

MBM Wealth Consultants first reported a position in DFE in Q4 2018 and held it in 8 quarters. The position peaked at $52K in Q4 2019. 75 funds tracked by Wall St. Rank hold DFE as of Q4 2020.

MBM Wealth Consultants reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
MBM Wealth Consultants sold 802 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2020, an estimated $43K.
MBM Wealth Consultants first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and held it in 8 quarters.
MBM Wealth Consultants's WisdomTree Europe SmallCap Dividend Fund position peaked at $52K in Q4 2019.
75 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2020.

Based on MBM Wealth Consultants's 13F filing for Q4 2020, filed 9 Feb 2021.