Wallace Advisory Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Wallace Advisory Group’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 Q3	–	Sell	-17,760	Closed	-$1.04M	–	176
2023 Q2	$1.04M	Hold	17,760	–	–	0.79%	31
2023 Q1	$1.04M	Buy	+17,760	New	+$1.04M	0.79%	31

Other funds holding DFE

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

Jane Street New York $777B AUM 61.18% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wallace Advisory Group's DFE Position: Q3 2023 in Review

Wallace Advisory Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2023, closing a stake of 17,760 shares — an estimated $1.04M sold.

Wallace Advisory Group first reported a position in DFE in Q1 2023 and held it in 2 quarters. The position peaked at $1.04M in Q2 2023. 60 funds tracked by Wall St. Rank hold DFE as of Q3 2023.

Wallace Advisory Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Wallace Advisory Group sold 17,760 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2023, an estimated $1.04M.
Wallace Advisory Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2023 and held it in 2 quarters.
Wallace Advisory Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.04M in Q2 2023.
60 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.