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

Northwestern Mutual 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 Q3	–	Sell	-76	Closed	-$4K	–	3174
2022 Q2	$4K	Sell	76 -49	-39%	-$3.06K	﹤0.01%	2767
2022 Q1	$8K	Buy	125 +49	+64%	+$3.38K	﹤0.01%	2593
2021 Q4	$6K	Hold	76	–	–	﹤0.01%	2721
2021 Q3	$5K	Buy	+76	New	+$5.75K	﹤0.01%	2657
2021 Q1	–	Sell	-178	Closed	-$11K	–	2808
2020 Q4	$11K	Buy	+178	New	+$10.3K	﹤0.01%	2153
2020 Q1	–	Sell	-93	Closed	-$6K	–	2591
2019 Q4	$6K	Buy	+93	New	+$5.59K	﹤0.01%	2027
2019 Q3	–	Sell	-29	Closed	-$2K	–	2492
2019 Q2	$2K	Buy	+29	New	+$1.72K	﹤0.01%	2297
2018 Q2	–	Sell	-46	Closed	-$3K	–	2390
2018 Q1	$3K	Buy	46 +22	+92%	+$1.58K	﹤0.01%	1976
2017 Q4	$2K	Sell	24 -101	-81%	-$6.96K	﹤0.01%	2077
2017 Q3	$9K	Buy	+125	New	+$8.38K	﹤0.01%	1686
2017 Q2	–	Sell	-375	Closed	-$22K	–	2034
2017 Q1	$22K	Hold	375	–	–	﹤0.01%	1292
2016 Q4	$20K	Buy	+375	New	+$20.1K	﹤0.01%	1358
2014 Q4	–	Sell	-4	Closed	–	–	1721
2014 Q3	$0	Buy	+4	New	+$226	﹤0.01%	1343

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's DFE Position: Q3 2022 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2022, closing a stake of 76 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in DFE in Q3 2014 and held it in 13 quarters. The position peaked at $22K in Q1 2017. 63 funds tracked by Wall St. Rank hold DFE as of Q3 2022.

Northwestern Mutual Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 76 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2022, an estimated $4K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2014 and held it in 13 quarters.
Northwestern Mutual Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $22K in Q1 2017.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.