Biltmore Family Office’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Biltmore Family Office’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	–	Sell	-357	Closed	-$25.6K	–	330
2025 Q4	$25.6K	Buy	+357	New	+$24.9K	﹤0.01%	282

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

Biltmore Family Office's DFE Position: Q1 2026 in Review

Biltmore Family Office sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2026, closing a stake of 357 shares — an estimated $25.6K sold.

Biltmore Family Office first reported a position in DFE in Q4 2025 and held it in 1 quarter. The position peaked at $25.6K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

Biltmore Family Office reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Biltmore Family Office sold 357 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $25.6K.
Biltmore Family Office first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
Biltmore Family Office's WisdomTree Europe SmallCap Dividend Fund position peaked at $25.6K in Q4 2025.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.