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

Realta Investment 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
2024 Q3	–	Sell	-47	Closed	-$2.8K	–	421
2024 Q2	$2.8K	Hold	47	–	–	﹤0.01%	755
2024 Q1	$2.81K	Buy	+47	New	+$2.73K	﹤0.01%	773
2023 Q1	–	Sell	-47	Closed	-$2.57K	–	484
2022 Q4	$2.57K	Hold	47	–	–	﹤0.01%	807
2022 Q3	$2K	Buy	+47	New	+$2.52K	﹤0.01%	785
2020 Q1	–	Sell	-47	Closed	-$3K	–	545
2019 Q4	$3K	Hold	47	–	–	﹤0.01%	1419
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	1426
2019 Q2	$3K	Hold	47	–	–	﹤0.01%	1474
2019 Q1	$3K	Buy	+47	New	+$2.71K	﹤0.01%	1147

Other funds holding DFE

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

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

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

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

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Realta Investment Advisors's DFE Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2024, closing a stake of 47 shares — an estimated $2.8K sold.

Realta Investment Advisors first reported a position in DFE in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 56 funds tracked by Wall St. Rank hold DFE as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 47 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2024, an estimated $2.8K.
Realta Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $3K in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.