FP
DFE icon

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

Financial Perspectives’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 		$433K Buy
6,035
+2
+0% +$148 0.12% 107
2025
Q4 		$433K Buy
6,033
+55
+0.9% +$3.83K 0.12% 106
2025
Q3 		$421K Buy
5,978
+29
+0.5% +$2.04K 0.12% 109
2025
Q2 		$417K Buy
5,949
+96
+2% +$6.32K 0.13% 100
2025
Q1 		$357K Buy
5,853
+27
+0.5% +$1.6K 0.12% 100
2024
Q4 		$330K Buy
5,826
+50
+0.9% +$2.95K 0.11% 103
2024
Q3 		$367K Buy
5,776
+29
+0.5% +$1.8K 0.13% 98
2024
Q2 		$342K Buy
5,747
+91
+2% +$5.54K 0.13% 97
2024
Q1 		$338K Buy
5,656
+21
+0.4% +$1.22K 0.13% 96
2023
Q4 		$336K Buy
5,635
+19
+0.3% +$1.02K 0.14% 92
2023
Q3 		$295K Buy
5,616
+42
+0.8% +$2.33K 0.13% 90
2023
Q2 		$311K Buy
5,574
+108
+2% +$6.31K 0.14% 92
2023
Q1 		$319K Buy
5,466
+35
+0.6% +$2.05K 0.15% 88
2022
Q4 		$297K Buy
5,431
+29
+0.5% +$1.5K 0.15% 89
2022
Q3 		$244K Sell
5,402
-1,195
-18% -$63.9K 0.14% 100
2022
Q2 		$364K Buy
6,597
+131
+2% +$8.19K 0.21% 69
2022
Q1 		$435K Buy
6,466
+10
+0.2% +$690 0.2% 70
2021
Q4 		$481K Buy
6,456
+11
+0.2% +$805 0.23% 63
2021
Q3 		$463K Buy
6,445
+22
+0.3% +$1.66K 0.23% 68
2021
Q2 		$471K Sell
6,423
-470,541
-99% -$35.1M 0.23% 73
2021
Q1 		$6.85M Buy
476,964
+470,124
+6,873% +$31.8M 0.34% 49
2020
Q4 		$442K Sell
6,840
-900
-12% -$52K 0.25% 63
2020
Q3 		$412K Buy
7,740
+19
+0.2% +$1.01K 0.27% 53
2020
Q2 		$382K Sell
7,721
-3,097
-29% -$142K 0.27% 52
2020
Q1 		$440K Sell
10,818
-769
-7% -$43.5K 0.36% 42
2019
Q4 		$757K Buy
+11,587
New +$696K 0.52% 25

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
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

Financial Perspectives's DFE Position: Q1 2026 in Review

Financial Perspectives increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 0.03% in Q1 2026, buying an estimated $148 and bringing the position to 6,035 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #107.

Financial Perspectives first reported a position in DFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.85M in Q1 2021. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Financial Perspectives held 6,035 shares of WisdomTree Europe SmallCap Dividend Fund worth $433K as of Q1 2026.
  • Financial Perspectives bought 2 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $148.
  • WisdomTree Europe SmallCap Dividend Fund made up 0.12% of Financial Perspectives's portfolio in Q1 2026, its #107 holding.
  • Financial Perspectives first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's WisdomTree Europe SmallCap Dividend Fund position peaked at $6.85M in Q1 2021.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.