Eldridge Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Eldridge Investment Advisors’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 Q3	–	Sell	-21,925	Closed	-$1.54M	–	160
2025 Q2	$1.54M	Buy	+21,925	New	+$1.44M	0.32%	60
2019 Q2	–	Sell	-3,700	Closed	-$216K	–	86
2019 Q1	$216K	Sell	3,700 -700	-16%	-$40.4K	0.12%	79
2018 Q4	$235K	Sell	4,400 -2,880	-40%	-$165K	0.15%	71
2018 Q3	$460K	Sell	7,280 -600	-8%	-$38.9K	0.29%	41
2018 Q2	$514K	Hold	7,880	–	–	0.36%	37
2018 Q1	$550K	Buy	7,880 +350	+5%	+$25.1K	0.41%	34
2017 Q4	$537K	Buy	+7,530	New	+$519K	0.41%	31

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Eldridge Investment Advisors's DFE Position: Q3 2025 in Review

Eldridge Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2025, closing a stake of 21,925 shares — an estimated $1.54M sold.

Eldridge Investment Advisors first reported a position in DFE in Q4 2017 and held it in 7 quarters. The position peaked at $1.54M in Q2 2025. 61 funds tracked by Wall St. Rank hold DFE as of Q3 2025.

Eldridge Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 21,925 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2025, an estimated $1.54M.
Eldridge Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2017 and held it in 7 quarters.
Eldridge Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.54M in Q2 2025.
61 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2025.

Based on Eldridge Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.