Vontobel Swiss Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Vontobel Swiss 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
2021 Q2	$310K	Buy	4,299 +438	+11%	+$32.6K	0.16%	68
2021 Q1	$269K	Sell	3,861 -64	-2%	-$4.33K	0.15%	67
2020 Q4	$253K	Buy	+3,925	New	+$227K	0.14%	69
2020 Q3	–	Sell	-5,262	Closed	-$261K	–	67
2020 Q2	$261K	Sell	5,262 -1,472	-22%	-$67.6K	0.17%	73
2020 Q1	$274K	Buy	6,734 +1,752	+35%	+$99.1K	0.21%	69
2019 Q4	$326K	Buy	4,982 +246	+5%	+$14.8K	0.21%	79
2019 Q3	$265K	Buy	4,736 +22	+0.5%	+$1.23K	0.17%	93
2019 Q2	$275K	Sell	4,714 -101	-2%	-$5.97K	0.15%	105
2019 Q1	$281K	Sell	4,815 -88,632	-95%	-$5.12M	0.31%	45
2018 Q4	$4.81M	Sell	93,447 -22,213	-19%	-$1.27M	3.57%	7
2018 Q3	$7.01M	Sell	115,660 -6,744	-6%	-$437K	4.11%	7
2018 Q2	$7.99M	Buy	122,404 +4,130	+3%	+$290K	4.53%	6
2018 Q1	$8.27M	Sell	118,274 -3,163	-3%	-$227K	4.36%	6
2017 Q4	$8.08M	Sell	121,437 -4,054	-3%	-$279K	4.75%	5
2017 Q3	$8.24M	Sell	125,491 -858	-0.7%	-$57.5K	5.02%	5
2017 Q2	$8.15M	Sell	126,349 -13,174	-9%	-$840K	5.18%	5
2017 Q1	$8.24M	Buy	139,523 +60,394	+76%	+$3.46M	4.46%	5
2016 Q4	$4.32M	Sell	79,129 -3,232	-4%	-$173K	2.66%	11
2016 Q3	$4.56M	Buy	82,361 +2,535	+3%	+$137K	2.44%	12
2016 Q2	$3.67M	Buy	79,826 +2,889	+4%	+$163K	2.18%	15
2016 Q1	$4.39M	Buy	76,937 +1,145	+2%	+$60.9K	2.33%	10
2015 Q4	$4.24M	Buy	75,792 +17,075	+29%	+$954K	2.5%	12
2015 Q3	$3.09M	Sell	58,717 -19,592	-25%	-$1.11M	2.12%	23
2015 Q2	$4.02M	Buy	78,309 +19,715	+34%	+$1.17M	2.69%	16
2015 Q1	$3.26M	Buy	58,594 +47,279	+418%	+$2.56M	2.22%	19
2014 Q4	$582K	Buy	+11,315	New	+$581K	0.43%	33

Other funds holding DFE

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SFG

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

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

Vontobel Swiss Wealth Advisors's DFE Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 11% in Q2 2021, buying an estimated $32.6K and bringing the position to 4,299 shares worth $310K. The position accounts for 0.16% of the portfolio, ranked #68.

Vontobel Swiss Wealth Advisors first reported a position in DFE in Q4 2014 and has held it in 26 quarters since. The position peaked at $8.27M in Q1 2018. 82 funds tracked by Wall St. Rank hold DFE as of Q2 2021.

Vontobel Swiss Wealth Advisors held 4,299 shares of WisdomTree Europe SmallCap Dividend Fund worth $310K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 438 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2021, an estimated $32.6K.
WisdomTree Europe SmallCap Dividend Fund made up 0.16% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #68 holding.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2014 and has held it in 26 quarters since.
Vontobel Swiss Wealth Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $8.27M in Q1 2018.
82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.