LF
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LifeSteps Financial’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

LifeSteps Financial’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 		$2.88K Buy
+40
New +$3.02K ﹤0.01% 622

Other funds holding DFE

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LifeSteps Financial's DFE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2026: 40 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

7 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • LifeSteps Financial held 40 shares of WisdomTree Europe SmallCap Dividend Fund worth $2.88K as of Q2 2026.
  • WisdomTree Europe SmallCap Dividend Fund was a new LifeSteps Financial position in Q2 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #622 holding.
  • 7 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.