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Total Clarity Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-11,567
Closed -$831K – 1000
2021
Q3 		$831K Buy
11,567
+407
+4% +$30.8K 0.4% 64
2021
Q2 		$819K Buy
11,160
+7,046
+171% +$525K 0.46% 66
2021
Q1 		$287K Buy
+4,114
New +$279K 0.16% 137

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Total Clarity Wealth Management's DFE Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2021, closing a stake of 11,567 shares — an estimated $831K sold.

Total Clarity Wealth Management first reported a position in DFE in Q1 2021 and held it in 3 quarters. The position peaked at $831K in Q3 2021. 86 funds tracked by Wall St. Rank hold DFE as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 11,567 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2021, an estimated $831K.
  • Total Clarity Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $831K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.