ZB
DFE icon

Zions Bancorporation’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Zions Bancorporation’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
2020
Q4 		– Sell
-100
Closed -$5K – 955
2020
Q3 		$5K Buy
+100
New +$5.32K ﹤0.01% 809

Other funds holding DFE

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Zions Bancorporation's DFE Position: Q4 2020 in Review

Zions Bancorporation sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Zions Bancorporation first reported a position in DFE in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 75 funds tracked by Wall St. Rank hold DFE as of Q4 2020.

  • Zions Bancorporation reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Zions Bancorporation sold 100 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2020, an estimated $5K.
  • Zions Bancorporation first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Zions Bancorporation's WisdomTree Europe SmallCap Dividend Fund position peaked at $5K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2020.

Based on Zions Bancorporation's 13F filing for Q4 2020, filed 12 Feb 2021.