Sowell Financial Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-3	Closed	–	–	1046
2021 Q1	$0	Sell	3 -145	-98%	-$9.82K	﹤0.01%	3139
2020 Q4	$10K	Hold	148	–	–	﹤0.01%	1999
2020 Q3	$8K	Hold	148	–	–	﹤0.01%	1858
2020 Q2	$7K	Sell	148 -1	-0.7%	-$46	﹤0.01%	1791
2020 Q1	$6K	Sell	149 -3	-2%	-$170	﹤0.01%	1754
2019 Q4	$10K	Sell	152 -18	-11%	-$1.08K	﹤0.01%	1679
2019 Q3	$10K	Buy	+170	New	+$9.53K	﹤0.01%	1521

Other funds holding DFE

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

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

Sowell Financial Services's DFE Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2021, closing a stake of 3 shares.

Sowell Financial Services first reported a position in DFE in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q4 2020. 82 funds tracked by Wall St. Rank hold DFE as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2021.
Sowell Financial Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $10K in Q4 2020.
82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.