Polaris Wealth Advisory Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	–	Sell	-3,695	Closed	-$206K	–	175
2023 Q2	$206K	Buy	3,695 +100	+3%	+$5.84K	0.02%	138
2023 Q1	$210K	Sell	3,595 -44	-1%	-$2.58K	0.02%	166
2022 Q4	$210K	Buy	+3,639	New	+$188K	0.02%	164
2015 Q2	–	Sell	-221,704	Closed	-$12.3M	–	74
2015 Q1	$12.3M	Buy	+221,704	New	+$12M	2.24%	15

Other funds holding DFE

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Polaris Wealth Advisory Group's DFE Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2023, closing a stake of 3,695 shares — an estimated $206K sold.

Polaris Wealth Advisory Group first reported a position in DFE in Q1 2015 and held it in 4 quarters. The position peaked at $12.3M in Q1 2015. 60 funds tracked by Wall St. Rank hold DFE as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,695 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2023, an estimated $206K.
Polaris Wealth Advisory Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and held it in 4 quarters.
Polaris Wealth Advisory Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $12.3M in Q1 2015.
60 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.