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 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 $1.66T 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

Atlas Capital Advisors's DFE Position: Q1 2026 in Review

Atlas Capital Advisors held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 1,462 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #527.

Atlas Capital Advisors first reported a position in DFE in Q3 2018 and has held it in 5 quarters since. The position peaked at $453K in Q3 2018. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

Atlas Capital Advisors held 1,462 shares of WisdomTree Europe SmallCap Dividend Fund worth $105K as of Q1 2026.
Atlas Capital Advisors left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Europe SmallCap Dividend Fund made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #527 holding.
Atlas Capital Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2018 and has held it in 5 quarters since.
Atlas Capital Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $453K in Q3 2018.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.