Continuum Advisory
DFE icon

Continuum Advisory’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Continuum Advisory’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
-1,050
Closed -$64K – 682
2025
Q1 		$64K Sell
1,050
-526
-33% -$31.1K 0.01% 614
2024
Q4 		$89.2K Hold
1,576
– – 0.01% 544
2024
Q3 		$90.6K Hold
1,576
– – 0.01% 543
2024
Q2 		$93.9K Hold
1,576
– – 0.01% 495
2024
Q1 		$96.8K Buy
+1,576
New +$91.7K 0.01% 493

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Eldridge Investment Advisors
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Continuum Advisory's DFE Position: Q2 2025 in Review

Continuum Advisory sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2025, closing a stake of 1,050 shares — an estimated $64K sold.

Continuum Advisory first reported a position in DFE in Q1 2024 and held it in 5 quarters. The position peaked at $96.8K in Q1 2024. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2025.

  • Continuum Advisory reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,050 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2025, an estimated $64K.
  • Continuum Advisory first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's WisdomTree Europe SmallCap Dividend Fund position peaked at $96.8K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.