Joel Greenblatt’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Joel Greenblatt’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	$1.09M	Hold	15,185	–	–	﹤0.01%	1335
2026 Q1	$1.09M	Hold	15,185	–	–	﹤0.01%	1284
2025 Q4	$1.09M	Hold	15,185	–	–	﹤0.01%	1235
2025 Q3	$1.07M	Buy	15,185 +6,991	+85%	+$492K	﹤0.01%	1181
2025 Q2	$575K	Buy	+8,194	New	+$540K	﹤0.01%	1292

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

Joel Greenblatt's DFE Position: Q2 2026 in Review

Joel Greenblatt held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q2 2026 at 15,185 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Joel Greenblatt first reported a position in DFE in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Joel Greenblatt held 15,185 shares of WisdomTree Europe SmallCap Dividend Fund worth $1.09M as of Q2 2026.
Joel Greenblatt left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1335 holding.
Joel Greenblatt first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.