Sound Income Strategies’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Sound Income Strategies’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
2020 Q4	–	Sell	-25	Closed	-$1K	–	883
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	728
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	690
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	653
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	567
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	583
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	587
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	593
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	584
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	541
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	499
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	469
2017 Q4	$2K	Buy	+25	New	+$1.72K	﹤0.01%	396

Other funds holding DFE

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

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

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

SFG

Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return

MIFH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sound Income Strategies's DFE Position: Q4 2020 in Review

Sound Income Strategies sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2020, closing a stake of 25 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in DFE in Q4 2017 and held it in 12 quarters. The position peaked at $2K in Q4 2019. 75 funds tracked by Wall St. Rank hold DFE as of Q4 2020.

Sound Income Strategies reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Sound Income Strategies sold 25 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2020, an estimated $1K.
Sound Income Strategies first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 12 quarters.
Sound Income Strategies's WisdomTree Europe SmallCap Dividend Fund position peaked at $2K in Q4 2019.
75 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.