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

Merriman 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
2022 Q1	–	Sell	-17,526	Closed	-$1.31M	–	203
2021 Q4	$1.31M	Sell	17,526 -238	-1%	-$17.4K	0.1%	89
2021 Q3	$1.28M	Sell	17,764 -44	-0.2%	-$3.33K	0.11%	92
2021 Q2	$1.31M	Buy	+17,808	New	+$1.33M	0.11%	100
2018 Q3	–	Sell	-11,113	Closed	-$725K	–	173
2018 Q2	$725K	Hold	11,113	–	–	0.17%	91
2018 Q1	$777K	Buy	11,113 +4,400	+66%	+$316K	0.2%	93
2017 Q4	$474K	Hold	6,713	–	–	0.12%	118
2017 Q3	$466K	Buy	+6,713	New	+$450K	0.11%	110

Other funds holding DFE

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Merriman Wealth Management's DFE Position: Q1 2022 in Review

Merriman Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2022, closing a stake of 17,526 shares — an estimated $1.31M sold.

Merriman Wealth Management first reported a position in DFE in Q3 2017 and held it in 7 quarters. The position peaked at $1.31M in Q2 2021. 82 funds tracked by Wall St. Rank hold DFE as of Q1 2022.

Merriman Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 17,526 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2022, an estimated $1.31M.
Merriman Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2017 and held it in 7 quarters.
Merriman Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.31M in Q2 2021.
82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.