Salem Investment Counselors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-144	Closed	-$8.4K	–	1164
2023 Q1	$8.4K	Hold	144	–	–	﹤0.01%	843
2022 Q4	$7.88K	Hold	144	–	–	﹤0.01%	825
2022 Q3	$7K	Hold	144	–	–	﹤0.01%	812
2022 Q2	$8K	Hold	144	–	–	﹤0.01%	811
2022 Q1	$10K	Hold	144	–	–	﹤0.01%	751
2021 Q4	$11K	Hold	144	–	–	﹤0.01%	810
2021 Q3	$10K	Hold	144	–	–	﹤0.01%	758
2021 Q2	$11K	Hold	144	–	–	﹤0.01%	698
2021 Q1	$10K	Hold	144	–	–	﹤0.01%	671
2020 Q4	$9K	Hold	144	–	–	﹤0.01%	659
2020 Q3	$8K	Hold	144	–	–	﹤0.01%	571
2020 Q2	$7K	Hold	144	–	–	﹤0.01%	574
2020 Q1	$6K	Hold	144	–	–	﹤0.01%	556
2019 Q4	$9K	Hold	144	–	–	﹤0.01%	565
2019 Q3	$8K	Hold	144	–	–	﹤0.01%	545
2019 Q2	$8K	Buy	+144	New	+$8.52K	﹤0.01%	563

Other funds holding DFE

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Salem Investment Counselors's DFE Position: Q2 2023 in Review

Salem Investment Counselors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2023, closing a stake of 144 shares — an estimated $8.4K sold.

Salem Investment Counselors first reported a position in DFE in Q2 2019 and held it in 16 quarters. The position peaked at $11K in Q4 2021. 63 funds tracked by Wall St. Rank hold DFE as of Q2 2023.

Salem Investment Counselors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Salem Investment Counselors sold 144 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2023, an estimated $8.4K.
Salem Investment Counselors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2019 and held it in 16 quarters.
Salem Investment Counselors's WisdomTree Europe SmallCap Dividend Fund position peaked at $11K in Q4 2021.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.