Bank of Montreal
DFE icon

Bank of Montreal’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Bank of Montreal’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 		$28.3K Hold
395
– – ﹤0.01% 3416
2025
Q4 		$28.4K Hold
395
– – ﹤0.01% 3302
2025
Q3 		$27.8K Hold
395
– – ﹤0.01% 3235
2025
Q2 		$27.7K Hold
395
– – ﹤0.01% 3242
2025
Q1 		$24.1K Hold
395
– – ﹤0.01% 3188
2024
Q4 		$22.3K Hold
395
– – ﹤0.01% 3239
2024
Q3 		$25.2K Hold
395
– – ﹤0.01% 3543
2024
Q2 		$25.1K Hold
395
– – ﹤0.01% 3551
2024
Q1 		$23.6K Hold
395
– – ﹤0.01% 3595
2023
Q4 		$23.8K Sell
395
-50,429
-99% -$2.71M ﹤0.01% 3704
2023
Q3 		$2.87M Sell
50,824
-517
-1% -$28.7K ﹤0.01% 1523
2023
Q2 		$3.04M Buy
51,341
+50,946
+12,898% +$2.98M ﹤0.01% 1584
2023
Q1 		$23.7K Sell
395
-179
-31% -$10.5K ﹤0.01% 3499
2022
Q4 		$31.7K Buy
574
+130
+29% +$6.71K ﹤0.01% 3620
2022
Q3 		$23 Buy
444
+49
+12% +$2.62K ﹤0.01% 3774
2022
Q2 		$25 Hold
395
– – ﹤0.01% 3734
2022
Q1 		$27K Hold
395
– – ﹤0.01% 3887
2021
Q4 		$29K Hold
395
– – ﹤0.01% 3304
2021
Q3 		$30K Hold
395
– – ﹤0.01% 3613
2021
Q2 		$29K Hold
395
– – ﹤0.01% 3477
2021
Q1 		$29K Hold
395
– – ﹤0.01% 3915
2020
Q4 		$26K Hold
395
– – ﹤0.01% 4295
2020
Q3 		$22K Sell
395
-1,420
-78% -$75.5K ﹤0.01% 3790
2020
Q2 		$91K Sell
1,815
-243
-12% -$11.2K ﹤0.01% 3135
2020
Q1 		$82K Buy
2,058
+1,663
+421% +$94.1K ﹤0.01% 2678
2019
Q4 		$26K Sell
395
-2,284
-85% -$137K ﹤0.01% 4158
2019
Q3 		$150K Sell
2,679
-14
-0.5% -$785 ﹤0.01% 3080
2019
Q2 		$157K Buy
2,693
+1,736
+181% +$103K ﹤0.01% 3058
2019
Q1 		$56K Sell
957
-431
-31% -$24.9K ﹤0.01% 3299
2018
Q4 		$74K Buy
1,388
+993
+251% +$56.8K ﹤0.01% 3097
2018
Q3 		$25K Sell
395
-200
-34% -$13K ﹤0.01% 3633
2018
Q2 		$39K Hold
595
– – ﹤0.01% 3514
2018
Q1 		$42K Hold
595
– – ﹤0.01% 3301
2017
Q4 		$42K Sell
595
-105
-15% -$7.24K ﹤0.01% 3321
2017
Q3 		$49K Buy
700
+105
+18% +$7.04K ﹤0.01% 3229
2017
Q2 		$38K Hold
595
– – ﹤0.01% 3324
2017
Q1 		$35K Buy
595
+395
+198% +$22.6K ﹤0.01% 3199
2016
Q4 		$10K Hold
200
– – ﹤0.01% 3595
2016
Q3 		$11K Sell
200
-444
-69% -$23.9K ﹤0.01% 3528
2016
Q2 		$33K Sell
644
-401
-38% -$22.6K ﹤0.01% 3192
2016
Q1 		$60K Sell
1,045
-11,610
-92% -$618K ﹤0.01% 2981
2015
Q4 		$708K Buy
12,655
+475
+4% +$26.5K ﹤0.01% 1855
2015
Q3 		$656K Buy
12,180
+1,070
+10% +$60.8K ﹤0.01% 1733
2015
Q2 		$635K Sell
11,110
-415
-4% -$24.5K ﹤0.01% 1848
2015
Q1 		$641K Sell
11,525
-111
-1% -$6K ﹤0.01% 1819
2014
Q4 		$599K Sell
11,636
-45
-0.4% -$2.31K ﹤0.01% 1970
2014
Q3 		$612K Buy
11,681
+160
+1% +$9.06K ﹤0.01% 1992
2014
Q2 		$696K Buy
11,521
+1,291
+13% +$79.8K ﹤0.01% 1925
2014
Q1 		$640K Buy
10,230
+400
+4% +$24.1K ﹤0.01% 1912
2013
Q4 		$569K Buy
9,830
+75
+0.8% +$4.03K ﹤0.01% 1743
2013
Q3 		$492K Buy
+9,755
New +$460K ﹤0.01% 1815

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 $31.4B AUM 31.97% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Bank of Montreal's DFE Position: Q1 2026 in Review

Bank of Montreal held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 395 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Bank of Montreal first reported a position in DFE in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.04M in Q2 2023. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Bank of Montreal held 395 shares of WisdomTree Europe SmallCap Dividend Fund worth $28.3K as of Q1 2026.
  • Bank of Montreal left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3416 holding.
  • Bank of Montreal first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2013 and has held it in 51 quarters since.
  • Bank of Montreal's WisdomTree Europe SmallCap Dividend Fund position peaked at $3.04M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.