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Forum Finance Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Forum Finance Group’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 		$380K Buy
6,530
+4,200
+180% +$317K 0.14% 113
2026
Q1 		$135K Buy
+2,330
New +$172K 0.07% 153

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $207M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Forum Finance Group's DFE Position: Q2 2026 in Review

Forum Finance Group increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 180% in Q2 2026, buying an estimated $317K and bringing the position to 6,530 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #113.

Forum Finance Group first reported a position in DFE in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • Forum Finance Group held 6,530 shares of WisdomTree Europe SmallCap Dividend Fund worth $380K as of Q2 2026.
  • Forum Finance Group bought 4,200 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $317K.
  • WisdomTree Europe SmallCap Dividend Fund made up 0.14% of Forum Finance Group's portfolio in Q2 2026, its #113 holding.
  • Forum Finance Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.