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
Q2 		$123K Buy
1,731
+185
+12% +$14K ﹤0.01% 2777
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 $1.89T 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

Jones Financial Companies's DFE Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 12% in Q2 2026, buying an estimated $14K and bringing the position to 1,731 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Jones Financial Companies first reported a position in DFE in Q4 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • Jones Financial Companies held 1,731 shares of WisdomTree Europe SmallCap Dividend Fund worth $123K as of Q2 2026.
  • Jones Financial Companies bought 185 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $14K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2777 holding.
  • Jones Financial Companies first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.