Allworth Financial’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Allworth Financial’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
2026 Q1	$5.95K	Hold	83	–	–	﹤0.01%	3853
2025 Q4	$5.96K	Hold	83	–	–	﹤0.01%	3605
2025 Q3	$5.84K	Hold	83	–	–	﹤0.01%	3463
2025 Q2	$5.82K	Hold	83	–	–	﹤0.01%	3184
2025 Q1	$5.27K	Hold	83	–	–	﹤0.01%	2732
2024 Q4	$4.72K	Hold	83	–	–	﹤0.01%	2792
2024 Q3	$5.27K	Hold	83	–	–	﹤0.01%	2546
2024 Q2	$5.18K	Hold	83	–	–	﹤0.01%	2504
2024 Q1	$4.96K	Hold	83	–	–	﹤0.01%	2411
2023 Q4	$4.95K	Hold	83	–	–	﹤0.01%	2284
2023 Q3	$4.36K	Hold	83	–	–	﹤0.01%	2169
2023 Q2	$4.63K	Hold	83	–	–	﹤0.01%	2137
2023 Q1	$4.84K	Hold	83	–	–	﹤0.01%	2045
2022 Q4	$4.54K	Hold	83	–	–	﹤0.01%	1932
2022 Q3	$4K	Hold	83	–	–	﹤0.01%	1928
2022 Q2	$5K	Hold	83	–	–	﹤0.01%	1743
2022 Q1	$6K	Hold	83	–	–	﹤0.01%	1587
2021 Q4	$6K	Hold	83	–	–	﹤0.01%	1516
2021 Q3	$6K	Hold	83	–	–	﹤0.01%	1466
2021 Q2	$6K	Hold	83	–	–	﹤0.01%	1155
2021 Q1	$6K	Hold	83	–	–	﹤0.01%	1087
2020 Q4	$5K	Hold	83	–	–	﹤0.01%	978
2020 Q3	$4K	Hold	83	–	–	﹤0.01%	870
2020 Q2	$4K	Hold	83	–	–	﹤0.01%	896
2020 Q1	$3K	Hold	83	–	–	﹤0.01%	966
2019 Q4	$5K	Hold	83	–	–	﹤0.01%	757
2019 Q3	$5K	Hold	83	–	–	﹤0.01%	675
2019 Q2	$5K	Hold	83	–	–	﹤0.01%	676
2019 Q1	$5K	Hold	83	–	–	﹤0.01%	673
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	638
2018 Q3	$5K	Hold	83	–	–	﹤0.01%	658
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	627
2018 Q1	$6K	Hold	83	–	–	﹤0.01%	558
2017 Q4	$6K	Hold	83	–	–	﹤0.01%	537
2017 Q3	$6K	Hold	83	–	–	﹤0.01%	539
2017 Q2	$5K	Hold	83	–	–	﹤0.01%	570
2017 Q1	$5K	Buy	+83	New	+$4.75K	﹤0.01%	526

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Allworth Financial's DFE Position: Q1 2026 in Review

Allworth Financial held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 83 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3853.

Allworth Financial first reported a position in DFE in Q1 2017 and has held it in 37 quarters since. The position peaked at $6K in Q1 2022. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

Allworth Financial held 83 shares of WisdomTree Europe SmallCap Dividend Fund worth $5.95K as of Q1 2026.
Allworth Financial left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3853 holding.
Allworth Financial first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and has held it in 37 quarters since.
Allworth Financial's WisdomTree Europe SmallCap Dividend Fund position peaked at $6K in Q1 2022.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.