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The Family Firm’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

The Family Firm’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
-1,708
Closed -$102K – 356
2024
Q2 		$102K Buy
+1,708
New +$104K 0.02% 271

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

The Family Firm's DFE Position: Q3 2024 in Review

The Family Firm sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2024, closing a stake of 1,708 shares — an estimated $102K sold.

The Family Firm first reported a position in DFE in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 56 funds tracked by Wall St. Rank hold DFE as of Q3 2024.

  • The Family Firm reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,708 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2024, an estimated $102K.
  • The Family Firm first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • The Family Firm's WisdomTree Europe SmallCap Dividend Fund position peaked at $102K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.