Baird Financial Group
DFE icon

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

Baird Financial Group’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 		$575K Sell
8,022
-29
-0.4% -$2.15K ﹤0.01% 1431
2025
Q4 		$578K Buy
8,051
+21
+0.3% +$1.46K ﹤0.01% 1425
2025
Q3 		$565K Buy
8,030
+4
+0% +$282 ﹤0.01% 1427
2025
Q2 		$563K Hold
8,026
– – ﹤0.01% 1383
2025
Q1 		$489K Sell
8,026
-13,028
-62% -$771K ﹤0.01% 1399
2024
Q4 		$1.19M Buy
21,054
+1,365
+7% +$80.5K ﹤0.01% 1130
2024
Q3 		$1.25M Buy
19,689
+2,220
+13% +$138K ﹤0.01% 1105
2024
Q2 		$1.04M Buy
17,469
+2,992
+21% +$182K ﹤0.01% 1156
2024
Q1 		$865K Buy
14,477
+1,515
+12% +$88.1K ﹤0.01% 1200
2023
Q4 		$773K Buy
12,962
+813
+7% +$43.7K ﹤0.01% 1209
2023
Q3 		$637K Buy
12,149
+1,513
+14% +$84K ﹤0.01% 1247
2023
Q2 		$594K Buy
10,636
+2,131
+25% +$125K ﹤0.01% 1278
2023
Q1 		$496K Buy
8,505
+1,332
+19% +$78.1K ﹤0.01% 1319
2022
Q4 		$393K Buy
7,173
+666
+10% +$34.4K ﹤0.01% 1386
2022
Q3 		$294K Buy
6,507
+900
+16% +$48.2K ﹤0.01% 1473
2022
Q2 		$310K Buy
5,607
+260
+5% +$16.3K ﹤0.01% 1541
2022
Q1 		$360K Buy
5,347
+816
+18% +$56.3K ﹤0.01% 1555
2021
Q4 		$338K Buy
4,531
+58
+1% +$4.24K ﹤0.01% 1623
2021
Q3 		$321K Buy
4,473
+239
+6% +$18.1K ﹤0.01% 1644
2021
Q2 		$311K Buy
4,234
+588
+16% +$43.8K ﹤0.01% 1565
2021
Q1 		$254K Sell
3,646
-25
-0.7% -$1.69K ﹤0.01% 1568
2020
Q4 		$237K Sell
3,671
-347
-9% -$20.1K ﹤0.01% 1455
2020
Q3 		$214K Sell
4,018
-512
-11% -$27.2K ﹤0.01% 1392
2020
Q2 		$224K Sell
4,530
-2,040
-31% -$93.7K ﹤0.01% 1387
2020
Q1 		$267K Buy
6,570
+1,147
+21% +$64.9K ﹤0.01% 1238
2019
Q4 		$354K Buy
5,423
+250
+5% +$15K ﹤0.01% 1272
2019
Q3 		$289K Buy
5,173
+70
+1% +$3.92K ﹤0.01% 1328
2019
Q2 		$298K Buy
5,103
+26
+0.5% +$1.54K ﹤0.01% 1334
2019
Q1 		$297K Sell
5,077
-120
-2% -$6.93K ﹤0.01% 1154
2018
Q4 		$277K Buy
5,197
+472
+10% +$27K ﹤0.01% 1140
2018
Q3 		$300K Buy
4,725
+579
+14% +$37.5K ﹤0.01% 1176
2018
Q2 		$271K Sell
4,146
-56
-1% -$3.93K ﹤0.01% 1162
2018
Q1 		$294K Buy
4,202
+678
+19% +$48.7K ﹤0.01% 1130
2017
Q4 		$249K Buy
3,524
+196
+6% +$13.5K ﹤0.01% 1170
2017
Q3 		$231K Sell
3,328
-27,046
-89% -$1.81M ﹤0.01% 1152
2017
Q2 		$1.96M Buy
+30,374
New +$1.94M 0.02% 610
2016
Q4 		– Sell
-5,175
Closed -$286K – 1204
2016
Q3 		$286K Buy
5,175
+160
+3% +$8.62K ﹤0.01% 1062
2016
Q2 		$256K Buy
5,015
+290
+6% +$16.3K ﹤0.01% 1079
2016
Q1 		$269K Buy
4,725
+250
+6% +$13.3K ﹤0.01% 1077
2015
Q4 		$251K Sell
4,475
-975
-18% -$54.5K ﹤0.01% 1112
2015
Q3 		$293K Hold
5,450
– – ﹤0.01% 1061
2015
Q2 		$311K Buy
+5,450
New +$322K ﹤0.01% 1111

Other funds holding DFE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
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

Baird Financial Group's DFE Position: Q1 2026 in Review

Baird Financial Group reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 0.36% in Q1 2026, selling an estimated $2.15K and leaving 8,022 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Baird Financial Group first reported a position in DFE in Q2 2015 and has held it in 42 quarters since. The position peaked at $1.96M in Q2 2017. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Baird Financial Group held 8,022 shares of WisdomTree Europe SmallCap Dividend Fund worth $575K as of Q1 2026.
  • Baird Financial Group sold 29 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $2.15K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1431 holding.
  • Baird Financial Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2015 and has held it in 42 quarters since.
  • Baird Financial Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.96M in Q2 2017.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.