Jones Financial Companies
DFE icon

Jones Financial Companies’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Jones Financial Companies’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 		$107K Buy
1,546
+40
+3% +$2.96K ﹤0.01% 2641
2025
Q4 		$108K Buy
1,506
+396
+36% +$27.6K ﹤0.01% 2192
2025
Q3 		$77.4K Buy
1,110
+485
+78% +$34.2K ﹤0.01% 2182
2025
Q2 		$43.7K Hold
625
– – ﹤0.01% 2276
2025
Q1 		$38.6K Hold
625
– – ﹤0.01% 2167
2024
Q4 		$35.4K Buy
+625
New +$36.8K ﹤0.01% 2019

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
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

Jones Financial Companies's DFE Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 2.7% in Q1 2026, buying an estimated $2.96K and bringing the position to 1,546 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Jones Financial Companies first reported a position in DFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $108K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Jones Financial Companies held 1,546 shares of WisdomTree Europe SmallCap Dividend Fund worth $107K as of Q1 2026.
  • Jones Financial Companies bought 40 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $2.96K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2641 holding.
  • Jones Financial Companies first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's WisdomTree Europe SmallCap Dividend Fund position peaked at $108K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.