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Capital A Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-101
Closed -$6.16K – 540
2025
Q1 		$6.16K Hold
101
– – 0.01% 348
2024
Q4 		$5.71K Buy
+101
New +$5.95K 0.01% 358

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Capital A Wealth Management's DFE Position: Q2 2025 in Review

Capital A Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2025, closing a stake of 101 shares — an estimated $6.16K sold.

Capital A Wealth Management first reported a position in DFE in Q4 2024 and held it in 2 quarters. The position peaked at $6.16K in Q1 2025. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2025.

  • Capital A Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 101 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2025, an estimated $6.16K.
  • Capital A Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $6.16K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.