Wagner Wealth Management (South Carolina)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-279	Closed	-$13K	–	348
2022 Q3	$13K	Buy	279 +3	+1%	+$161	0.01%	385
2022 Q2	$15K	Buy	+276	New	+$17.3K	0.01%	370
2022 Q1	–	Sell	-276	Closed	-$21K	–	317
2021 Q4	$21K	Buy	+276	New	+$20.2K	0.02%	391

Other funds holding DFE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

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

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

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

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DFE Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2022, closing a stake of 279 shares — an estimated $13K sold.

Wagner Wealth Management (South Carolina) first reported a position in DFE in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 65 funds tracked by Wall St. Rank hold DFE as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 279 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2022, an estimated $13K.
Wagner Wealth Management (South Carolina) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2021 and held it in 3 quarters.
Wagner Wealth Management (South Carolina)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $21K in Q4 2021.
65 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.