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Meitav Investment House’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-3,330
Closed -$184K – 374
2023
Q2 		$184K Buy
+3,330
New +$195K ﹤0.01% 353

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meitav Investment House's DFE Position: Q3 2023 in Review

Meitav Investment House sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2023, closing a stake of 3,330 shares — an estimated $184K sold.

Meitav Investment House first reported a position in DFE in Q2 2023 and held it in 1 quarter. The position peaked at $184K in Q2 2023. 60 funds tracked by Wall St. Rank hold DFE as of Q3 2023.

  • Meitav Investment House reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 3,330 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2023, an estimated $184K.
  • Meitav Investment House first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's WisdomTree Europe SmallCap Dividend Fund position peaked at $184K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.