Patriot Financial Group Insurance Agency’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Patriot Financial Group Insurance Agency’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	-505	Closed	-$28K	–	765
2022 Q2	$28K	Hold	505	–	–	0.01%	907
2022 Q1	$34K	Hold	505	–	–	0.01%	893
2021 Q4	$38K	Hold	505	–	–	0.01%	972
2021 Q3	$36K	Hold	505	–	–	0.01%	988
2021 Q2	$37K	Hold	505	–	–	0.01%	942
2021 Q1	$35K	Hold	505	–	–	0.01%	893
2020 Q4	$33K	Hold	505	–	–	0.01%	819
2020 Q3	$27K	Buy	505 +100	+25%	+$5.32K	0.01%	699
2020 Q2	$20K	Sell	405 -102	-20%	-$4.68K	0.01%	742
2020 Q1	$21K	Buy	507 +405	+397%	+$22.9K	0.01%	648
2019 Q4	$7K	Hold	102	–	–	﹤0.01%	904
2019 Q3	$6K	Hold	102	–	–	﹤0.01%	889
2019 Q2	$6K	Hold	102	–	–	﹤0.01%	892
2019 Q1	$6K	Hold	102	–	–	﹤0.01%	799
2018 Q4	$5K	Hold	102	–	–	﹤0.01%	727
2018 Q3	$6K	Sell	102 -8	-7%	-$519	﹤0.01%	703
2018 Q2	$7K	Buy	110 +3	+3%	+$211	0.01%	439
2018 Q1	$7K	Hold	107	–	–	0.01%	655
2017 Q4	$8K	Sell	107 -250	-70%	-$17.2K	0.01%	619
2017 Q3	$25K	Buy	357 +1	+0.3%	+$67	0.02%	362
2017 Q2	$23K	Buy	356 +2	+0.6%	+$127	0.02%	356
2017 Q1	$21K	Hold	354	–	–	0.02%	345
2016 Q4	$20K	Buy	+354	New	+$18.9K	0.03%	339

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 $67.7B AUM 51.91% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Patriot Financial Group Insurance Agency's DFE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2022, closing a stake of 505 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in DFE in Q4 2016 and held it in 23 quarters. The position peaked at $38K in Q4 2021. 63 funds tracked by Wall St. Rank hold DFE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 505 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2022, an estimated $28K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and held it in 23 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Europe SmallCap Dividend Fund position peaked at $38K in Q4 2021.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.