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

Donaldson Capital 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
2026 Q2	$531K	Buy	+7,377	New	+$557K	0.02%	212

Other funds holding DFE

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Donaldson Capital Management's DFE Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2026: 7,377 shares worth $531K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings.

32 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Donaldson Capital Management held 7,377 shares of WisdomTree Europe SmallCap Dividend Fund worth $531K as of Q2 2026.
WisdomTree Europe SmallCap Dividend Fund was a new Donaldson Capital Management position in Q2 2026.
WisdomTree Europe SmallCap Dividend Fund made up 0.02% of Donaldson Capital Management's portfolio in Q2 2026, its #212 holding.
32 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.