IFWM
DFE icon

Institute for Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Institute for Wealth Management’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 		$24.7K Buy
+343
New +$25.9K ﹤0.01% 1064
2020
Q1 		– Sell
-343
Closed -$22K – 429
2019
Q4 		$22K Buy
+343
New +$20.6K 0.01% 560

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

Institute for Wealth Management's DFE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2026: 343 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DFE as recently as Q4 2019.

Institute for Wealth Management first reported a position in DFE in Q4 2019 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • Institute for Wealth Management held 343 shares of WisdomTree Europe SmallCap Dividend Fund worth $24.7K as of Q2 2026.
  • WisdomTree Europe SmallCap Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1064 holding.
  • Institute for Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.