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

WealthShield 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
2024 Q1	–	Sell	-244	Closed	-$14.6K	–	487
2023 Q4	$14.6K	Hold	244	–	–	﹤0.01%	423
2023 Q3	$12.8K	Buy	244 +11	+5%	+$610	﹤0.01%	433
2023 Q2	$13K	Hold	233	–	–	﹤0.01%	436
2023 Q1	$13.6K	Buy	+233	New	+$13.7K	﹤0.01%	432
2020 Q1	–	Sell	-232	Closed	-$15K	–	276
2019 Q4	$15K	Hold	232	–	–	0.01%	239
2019 Q3	$13K	Buy	+232	New	+$13K	0.01%	232
2019 Q2	–	Sell	-232	Closed	-$14K	–	233
2019 Q1	$14K	Hold	232	–	–	0.01%	228
2018 Q4	$12K	Hold	232	–	–	0.01%	202
2018 Q3	$15K	Hold	232	–	–	0.01%	199
2018 Q2	$15K	Hold	232	–	–	0.01%	194
2018 Q1	$16K	Hold	232	–	–	0.01%	186
2017 Q4	$17K	Buy	+232	New	+$16K	0.01%	183

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FTUS

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

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthShield Partners's DFE Position: Q1 2024 in Review

WealthShield Partners sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2024, closing a stake of 244 shares — an estimated $14.6K sold.

WealthShield Partners first reported a position in DFE in Q4 2017 and held it in 12 quarters. The position peaked at $17K in Q4 2017. 61 funds tracked by Wall St. Rank hold DFE as of Q1 2024.

WealthShield Partners reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
WealthShield Partners sold 244 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2024, an estimated $14.6K.
WealthShield Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 12 quarters.
WealthShield Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $17K in Q4 2017.
61 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.