Integrated Wealth Concepts’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Integrated Wealth Concepts’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	$20.2K	Buy	+280	New	+$21.1K	﹤0.01%	4081

Other funds holding DFE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $207M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's DFE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2026: 280 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #4081 among its holdings.

66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Integrated Wealth Concepts held 280 shares of WisdomTree Europe SmallCap Dividend Fund worth $20.2K as of Q2 2026.
WisdomTree Europe SmallCap Dividend Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4081 holding.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.