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 Q2	$551K	Buy	7,655 +153	+2%	+$11.5K	﹤0.01%	2267
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 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

Kestra Advisory Services's DFE Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 2% in Q2 2026, buying an estimated $11.5K and bringing the position to 7,655 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Kestra Advisory Services first reported a position in DFE in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Kestra Advisory Services held 7,655 shares of WisdomTree Europe SmallCap Dividend Fund worth $551K as of Q2 2026.
Kestra Advisory Services bought 153 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $11.5K.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2267 holding.
Kestra Advisory Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.