Wealthcare Advisory Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-3,017	Closed	-$203K	–	578
2022 Q1	$203K	Sell	3,017 -172	-5%	-$11.9K	0.01%	520
2021 Q4	$238K	Sell	3,189 -189	-6%	-$13.8K	0.01%	499
2021 Q3	$243K	Hold	3,378	–	–	0.02%	470
2021 Q2	$248K	Sell	3,378 -231	-6%	-$17.2K	0.02%	468
2021 Q1	$251K	Sell	3,609 -1,701	-32%	-$115K	0.02%	436
2020 Q4	$343K	Sell	5,310 -2,358	-31%	-$136K	0.03%	302
2020 Q3	$408K	Sell	7,668 -3,046	-28%	-$162K	0.04%	230
2020 Q2	$531K	Sell	10,714 -2,255	-17%	-$104K	0.07%	164
2020 Q1	$527K	Sell	12,969 -3,335	-20%	-$189K	0.08%	142
2019 Q4	$1.06M	Sell	16,304 -7,753	-32%	-$466K	0.14%	97
2019 Q3	$1.34M	Sell	24,057 -7,463	-24%	-$418K	0.2%	66
2019 Q2	$1.84M	Sell	31,520 -855	-3%	-$50.6K	0.29%	47
2019 Q1	$1.89M	Sell	32,375 -2,359	-7%	-$136K	0.32%	43
2018 Q4	$1.85M	Sell	34,734 -3,964	-10%	-$227K	0.36%	43
2018 Q3	$2.45M	Sell	38,698 -729	-2%	-$47.3K	0.45%	31
2018 Q2	$2.57M	Buy	39,427 +9,774	+33%	+$686K	0.5%	33
2018 Q1	$2.07M	Buy	29,653 +29,502	+19,538%	+$2.12M	0.47%	32
2017 Q4	$11K	Buy	151 +1	+0.7%	+$69	﹤0.01%	655
2017 Q3	$10K	Buy	+150	New	+$10.1K	﹤0.01%	540

Other funds holding DFE

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

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

OMC

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

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

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

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

Wealthcare Advisory Partners's DFE Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2022, closing a stake of 3,017 shares — an estimated $203K sold.

Wealthcare Advisory Partners first reported a position in DFE in Q3 2017 and held it in 19 quarters. The position peaked at $2.57M in Q2 2018. 72 funds tracked by Wall St. Rank hold DFE as of Q2 2022.

Wealthcare Advisory Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,017 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2022, an estimated $203K.
Wealthcare Advisory Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2017 and held it in 19 quarters.
Wealthcare Advisory Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $2.57M in Q2 2018.
72 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.