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

Voya Financial 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 		– Sell
-4,709
Closed -$326K – 333
2021
Q1 		$326K Hold
4,709
– – 0.01% 517
2020
Q4 		$305K Sell
4,709
-539
-10% -$31.1K 0.01% 513
2020
Q3 		$277K Sell
5,248
-589
-10% -$31.3K 0.01% 490
2020
Q2 		$287K Sell
5,837
-18,899
-76% -$868K 0.02% 476
2020
Q1 		$990K Buy
24,736
+4,951
+25% +$280K 0.05% 230
2019
Q4 		$1.28M Buy
19,785
+2,868
+17% +$172K 0.06% 225
2019
Q3 		$940K Buy
16,917
+828
+5% +$46.4K 0.05% 250
2019
Q2 		$932K Buy
16,089
+654
+4% +$38.7K 0.05% 251
2019
Q1 		$899K Sell
15,435
-1,127
-7% -$65.1K 0.05% 248
2018
Q4 		$876K Sell
16,562
-704
-4% -$40.2K 0.06% 224
2018
Q3 		$1.11M Buy
17,266
+2,222
+15% +$144K 0.06% 226
2018
Q2 		$974K Buy
15,044
+791
+6% +$55.5K 0.06% 225
2018
Q1 		$990K Sell
14,253
-409
-3% -$29.4K 0.07% 232
2017
Q4 		$1.03M Buy
14,662
+1,293
+10% +$89.1K 0.07% 226
2017
Q3 		$920K Buy
13,369
+2,212
+20% +$148K 0.06% 233
2017
Q2 		$716K Buy
11,157
+1,872
+20% +$119K 0.05% 252
2017
Q1 		$547K Buy
9,285
+232
+3% +$13.3K 0.04% 276
2016
Q4 		$491K Sell
9,053
-186
-2% -$9.95K 0.04% 275
2016
Q3 		$506K Buy
9,239
+532
+6% +$28.7K 0.05% 243
2016
Q2 		$436K Buy
8,707
+429
+5% +$24.1K 0.05% 234
2016
Q1 		$473K Buy
8,278
+1,147
+16% +$61K 0.07% 211
2015
Q4 		$404K Buy
7,131
+596
+9% +$33.3K 0.06% 223
2015
Q3 		$349K Buy
6,535
+2,894
+79% +$165K 0.06% 217
2015
Q2 		$208K Buy
+3,641
New +$215K 0.04% 301

Other funds holding DFE

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
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $576M AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voya Financial Advisors's DFE Position: Q2 2021 in Review

Voya Financial Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2021, closing a stake of 4,709 shares — an estimated $326K sold.

Voya Financial Advisors first reported a position in DFE in Q2 2015 and held it in 24 quarters. The position peaked at $1.28M in Q4 2019. 82 funds tracked by Wall St. Rank hold DFE as of Q2 2021.

  • Voya Financial Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 4,709 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2021, an estimated $326K.
  • Voya Financial Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2015 and held it in 24 quarters.
  • Voya Financial Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.28M in Q4 2019.
  • 82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.