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

HighTower 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
2026 Q1	$473K	Sell	6,597 -64	-1%	-$4.74K	﹤0.01%	2772
2025 Q4	$478K	Sell	6,661 -3,886	-37%	-$271K	﹤0.01%	2662
2025 Q3	$743K	Buy	10,547 +134	+1%	+$9.44K	﹤0.01%	2315
2025 Q2	$730K	Sell	10,413 -873	-8%	-$57.5K	﹤0.01%	2228
2025 Q1	$688K	Buy	+11,286	New	+$668K	﹤0.01%	2216
2020 Q1	–	Sell	-217,549	Closed	-$14.2M	–	2270
2019 Q4	$14.2M	Buy	217,549 +11,569	+6%	+$695K	0.08%	254
2019 Q3	$11.5M	Buy	205,980 +20,719	+11%	+$1.16M	0.06%	298
2019 Q2	$10.8M	Buy	185,261 +17,026	+10%	+$1.01M	0.06%	315
2019 Q1	$9.82M	Buy	168,235 +50,405	+43%	+$2.91M	0.07%	304
2018 Q4	$6.3M	Buy	+117,830	New	+$6.74M	0.05%	392
2018 Q3	–	Sell	-3,201	Closed	-$208K	–	2317
2018 Q2	$208K	Buy	+3,201	New	+$225K	﹤0.01%	1876
2015 Q4	–	Sell	-4,533	Closed	-$244K	–	2064
2015 Q3	$244K	Hold	4,533	–	–	﹤0.01%	1548
2015 Q2	$259K	Sell	4,533 -40,733	-90%	-$2.41M	﹤0.01%	1253
2015 Q1	$2.52M	Buy	45,266 +7,580	+20%	+$410K	0.04%	516
2014 Q4	$1.94M	Buy	37,686 +2,093	+6%	+$107K	0.03%	592
2014 Q3	$1.87M	Buy	35,593 +7,519	+27%	+$426K	0.03%	579
2014 Q2	$1.7M	Buy	+28,074	New	+$1.73M	0.03%	615

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

HighTower Advisors's DFE Position: Q1 2026 in Review

HighTower Advisors reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 0.96% in Q1 2026, selling an estimated $4.74K and leaving 6,597 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

HighTower Advisors first reported a position in DFE in Q2 2014 and has held it in 17 quarters since. The position peaked at $14.2M in Q4 2019. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

HighTower Advisors held 6,597 shares of WisdomTree Europe SmallCap Dividend Fund worth $473K as of Q1 2026.
HighTower Advisors sold 64 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $4.74K.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2772 holding.
HighTower Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2014 and has held it in 17 quarters since.
HighTower Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $14.2M in Q4 2019.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.