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Orion Portfolio Solutions’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-120
Closed -$6K – 802
2020
Q2 		$6K Hold
120
– – ﹤0.01% 1385
2020
Q1 		$5K Hold
120
– – ﹤0.01% 1279
2019
Q4 		$8K Buy
+120
New +$7.21K ﹤0.01% 1077

Other funds holding DFE

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orion Portfolio Solutions's DFE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2020, closing a stake of 120 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in DFE in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 79 funds tracked by Wall St. Rank hold DFE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 120 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's WisdomTree Europe SmallCap Dividend Fund position peaked at $8K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.