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

Truist Financial’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
2022 Q2	–	Sell	-3,202	Closed	-$215K	–	2662
2022 Q1	$215K	Sell	3,202 -750	-19%	-$51.7K	﹤0.01%	2503
2021 Q4	$294K	Hold	3,952	–	–	﹤0.01%	2373
2021 Q3	$284K	Sell	3,952 -175	-4%	-$13.2K	﹤0.01%	2384
2021 Q2	$303K	Buy	4,127 +275	+7%	+$20.5K	﹤0.01%	2363
2021 Q1	$268K	Sell	3,852 -125	-3%	-$8.47K	﹤0.01%	2359
2020 Q4	$257K	Sell	3,977 -482	-11%	-$27.9K	﹤0.01%	2247
2020 Q3	$237K	Sell	4,459 -823	-16%	-$43.8K	﹤0.01%	2170
2020 Q2	$262K	Sell	5,282 -203	-4%	-$9.32K	﹤0.01%	2041
2020 Q1	$224K	Sell	5,485 -829	-13%	-$46.9K	﹤0.01%	2049
2019 Q4	$412K	Buy	+6,314	New	+$379K	﹤0.01%	1984

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial's DFE Position: Q2 2022 in Review

Truist Financial sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2022, closing a stake of 3,202 shares — an estimated $215K sold.

Truist Financial first reported a position in DFE in Q4 2019 and held it in 10 quarters. The position peaked at $412K in Q4 2019. 72 funds tracked by Wall St. Rank hold DFE as of Q2 2022.

Truist Financial reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 3,202 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2022, an estimated $215K.
Truist Financial first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and held it in 10 quarters.
Truist Financial's WisdomTree Europe SmallCap Dividend Fund position peaked at $412K in Q4 2019.
72 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.