MFWM
DFE icon

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

Motley Fool 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
Q4 		– Sell
-204,635
Closed -$9.26M – 133
2022
Q3 		$9.26M Sell
204,635
-3,513
-2% -$188K 0.61% 54
2022
Q2 		$11.5M Sell
208,148
-7,009
-3% -$438K 0.72% 45
2022
Q1 		$14.5M Sell
215,157
-5,451
-2% -$376K 0.69% 47
2021
Q4 		$16.4M Sell
220,608
-1,909
-0.9% -$140K 0.72% 49
2021
Q3 		$16M Sell
222,517
-1,453
-0.6% -$110K 0.69% 49
2021
Q2 		$16.4M Buy
223,970
+806
+0.4% +$60.1K 0.69% 49
2021
Q1 		$15.5M Sell
223,164
-110,943
-33% -$7.51M 0.7% 50
2020
Q4 		$21.6M Buy
334,107
+8,810
+3% +$509K 0.96% 38
2020
Q3 		$17.3M Buy
325,297
+13,389
+4% +$712K 0.9% 37
2020
Q2 		$15.4M Sell
311,908
-1,324
-0.4% -$60.8K 0.88% 37
2020
Q1 		$12.7M Sell
313,232
-10,993
-3% -$622K 0.92% 40
2019
Q4 		$21.2M Sell
324,225
-621
-0.2% -$37.3K 1.27% 24
2019
Q3 		$18.2M Sell
324,846
-132
-0% -$7.4K 1.2% 29
2019
Q2 		$19M Buy
324,978
+1,462
+0.5% +$86.5K 1.19% 26
2019
Q1 		$18.9M Sell
323,516
-45,844
-12% -$2.65M 1.22% 27
2018
Q4 		$19.7M Buy
369,360
+9,788
+3% +$560K 1.5% 23
2018
Q3 		$22.8M Sell
359,572
-33,484
-9% -$2.17M 1.46% 23
2018
Q2 		$25.7M Buy
393,056
+17,241
+5% +$1.21M 1.81% 16
2018
Q1 		$26.3M Buy
375,815
+25,283
+7% +$1.82M 1.94% 16
2017
Q4 		$24.7M Buy
350,532
+62,556
+22% +$4.31M 1.9% 14
2017
Q3 		$20M Buy
287,976
+7,760
+3% +$520K 1.7% 16
2017
Q2 		$18.1M Buy
280,216
+13,867
+5% +$884K 1.64% 17
2017
Q1 		$15.7M Buy
266,349
+9,926
+4% +$569K 1.51% 18
2016
Q4 		$14M Buy
256,423
+44,005
+21% +$2.35M 1.49% 19
2016
Q3 		$11.8M Buy
212,418
+2,496
+1% +$135K 1.24% 25
2016
Q2 		$10.7M Buy
209,922
+14,533
+7% +$817K 1.18% 25
2016
Q1 		$11.1M Buy
195,389
+17,928
+10% +$954K 1.31% 22
2015
Q4 		$9.94M Buy
177,461
+36,270
+26% +$2.03M 1.18% 26
2015
Q3 		$7.6M Buy
+141,191
New +$8.03M 0.99% 28

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Vontobel Holding
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Motley Fool Wealth Management's DFE Position: Q4 2022 in Review

Motley Fool Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2022, closing a stake of 204,635 shares — an estimated $9.26M sold.

Motley Fool Wealth Management first reported a position in DFE in Q3 2015 and held it in 29 quarters. The position peaked at $26.3M in Q1 2018. 65 funds tracked by Wall St. Rank hold DFE as of Q4 2022.

  • Motley Fool Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Motley Fool Wealth Management sold 204,635 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2022, an estimated $9.26M.
  • Motley Fool Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2015 and held it in 29 quarters.
  • Motley Fool Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $26.3M in Q1 2018.
  • 65 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2022.

Based on Motley Fool Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.