U.S. Capital Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-900	Closed	-$49.2K	–	842
2022 Q4	$49.2K	Buy	+900	New	+$46.5K	﹤0.01%	888

Other funds holding DFE

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

U.S. Capital Wealth Advisors's DFE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2023, closing a stake of 900 shares — an estimated $49.2K sold.

U.S. Capital Wealth Advisors first reported a position in DFE in Q4 2022 and held it in 1 quarter. The position peaked at $49.2K in Q4 2022. 73 funds tracked by Wall St. Rank hold DFE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 900 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2023, an estimated $49.2K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $49.2K in Q4 2022.
73 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.