MTM Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

MTM Investment 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	-130	Closed	-$10K	–	284
2021 Q4	$10K	Sell	130 -109	-46%	-$7.97K	﹤0.01%	264
2021 Q3	$17K	Hold	239	–	–	0.01%	232
2021 Q2	$18K	Hold	239	–	–	0.01%	228
2021 Q1	$17K	Hold	239	–	–	0.01%	222
2020 Q4	$15K	Buy	+239	New	+$13.8K	0.01%	203

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

MTM Investment Management's DFE Position: Q1 2022 in Review

MTM Investment Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2022, closing a stake of 130 shares — an estimated $10K sold.

MTM Investment Management first reported a position in DFE in Q4 2020 and held it in 5 quarters. The position peaked at $18K in Q2 2021. 82 funds tracked by Wall St. Rank hold DFE as of Q1 2022.

MTM Investment Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
MTM Investment Management sold 130 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2022, an estimated $10K.
MTM Investment Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2020 and held it in 5 quarters.
MTM Investment Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $18K in Q2 2021.
82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2022.

Based on MTM Investment Management's 13F filing for Q1 2022, filed 2 May 2022.