Parallel Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Parallel Advisors’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
2021 Q4	–	Sell	-63	Closed	-$5K	–	3127
2021 Q3	$5K	Buy	+63	New	+$4.77K	﹤0.01%	2339
2018 Q4	–	Sell	-1	Closed	–	–	2141
2018 Q3	$0	Sell	1 -568	-100%	-$36.8K	﹤0.01%	2233
2018 Q2	$37K	Buy	569 +405	+247%	+$28.4K	0.01%	833
2018 Q1	$11K	Buy	+164	New	+$11.8K	﹤0.01%	1225

Other funds holding DFE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Parallel Advisors's DFE Position: Q4 2021 in Review

Parallel Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2021, closing a stake of 63 shares — an estimated $5K sold.

Parallel Advisors first reported a position in DFE in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q2 2018. 86 funds tracked by Wall St. Rank hold DFE as of Q4 2021.

Parallel Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Parallel Advisors sold 63 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2021, an estimated $5K.
Parallel Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2018 and held it in 4 quarters.
Parallel Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $37K in Q2 2018.
86 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2021.

Based on Parallel Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.