Dunhill Financial’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Dunhill Financial’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	$94.8K	Sell	1,321 -4	-0.3%	-$296	0.02%	226
2025 Q4	$95.2K	Buy	1,325 +1,318	+18,829%	+$91.9K	0.02%	205
2025 Q3	$493	Hold	7	–	–	﹤0.01%	850
2025 Q2	$490	Hold	7	–	–	﹤0.01%	864
2025 Q1	$427	Hold	7	–	–	﹤0.01%	846
2024 Q4	$396	Hold	7	–	–	﹤0.01%	795
2024 Q3	$445	Hold	7	–	–	﹤0.01%	812
2024 Q2	$389	Hold	7	–	–	﹤0.01%	764
2024 Q1	$388	Hold	7	–	–	﹤0.01%	722
2023 Q4	$378	Buy	+7	New	+$376	﹤0.01%	701

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

Dunhill Financial's DFE Position: Q1 2026 in Review

Dunhill Financial reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 0.3% in Q1 2026, selling an estimated $296 and leaving 1,321 shares worth $94.8K. The position accounts for 0.02% of the portfolio, ranked #226.

Dunhill Financial first reported a position in DFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $95.2K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

Dunhill Financial held 1,321 shares of WisdomTree Europe SmallCap Dividend Fund worth $94.8K as of Q1 2026.
Dunhill Financial sold 4 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $296.
WisdomTree Europe SmallCap Dividend Fund made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #226 holding.
Dunhill Financial first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's WisdomTree Europe SmallCap Dividend Fund position peaked at $95.2K in Q4 2025.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.