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Kestra Advisory Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Kestra Advisory Services’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 		$538K Buy
7,502
+6,750
+898% +$499K ﹤0.01% 2159
2025
Q4 		$54K Buy
+752
New +$52.4K ﹤0.01% 3887

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

Kestra Advisory Services's DFE Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 898% in Q1 2026, buying an estimated $499K and bringing the position to 7,502 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Kestra Advisory Services first reported a position in DFE in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Kestra Advisory Services held 7,502 shares of WisdomTree Europe SmallCap Dividend Fund worth $538K as of Q1 2026.
  • Kestra Advisory Services bought 6,750 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $499K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2159 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.