Atlas Capital Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Atlas Capital Advisors’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 Q2	$192K	Buy	2,664 +1,202	+82%	+$90.7K	0.02%	475
2026 Q1	$105K	Hold	1,462	–	–	0.01%	527
2025 Q4	$105K	Buy	+1,462	New	+$102K	0.01%	529
2025 Q2	$103K	Hold	1,462	–	–	0.01%	533
2025 Q1	$89.1K	Buy	+1,462	New	+$86.6K	0.01%	565
2018 Q4	–	Sell	-7,179	Closed	-$453K	–	568
2018 Q3	$453K	Buy	+7,179	New	+$466K	0.15%	182

Other funds holding DFE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $207M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atlas Capital Advisors's DFE Position: Q2 2026 in Review

Atlas Capital Advisors increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 82% in Q2 2026, buying an estimated $90.7K and bringing the position to 2,664 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #475.

Atlas Capital Advisors first reported a position in DFE in Q3 2018 and has held it in 6 quarters since. The position peaked at $453K in Q3 2018. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Atlas Capital Advisors held 2,664 shares of WisdomTree Europe SmallCap Dividend Fund worth $192K as of Q2 2026.
Atlas Capital Advisors bought 1,202 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $90.7K.
WisdomTree Europe SmallCap Dividend Fund made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #475 holding.
Atlas Capital Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2018 and has held it in 6 quarters since.
Atlas Capital Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $453K in Q3 2018.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.