LWM
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Lodestone Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Lodestone Wealth Management’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
Q3 		$1.34K Hold
18
– – ﹤0.01% 732
2026
Q2 		$1.3K Hold
18
– – ﹤0.01% 717
2026
Q1 		$1.29K Hold
18
– – ﹤0.01% 706
2025
Q4 		$1.29K Buy
+18
New +$1.26K ﹤0.01% 715

Other funds holding DFE

SBA
Seven Bridges Advisors New York $221M AUM
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lodestone Wealth Management's DFE Position: Q3 2026 in Review

Lodestone Wealth Management held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q3 2026 at 18 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Lodestone Wealth Management first reported a position in DFE in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold DFE as of Q3 2026.

  • Lodestone Wealth Management held 18 shares of WisdomTree Europe SmallCap Dividend Fund worth $1.34K as of Q3 2026.
  • Lodestone Wealth Management left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #732 holding.
  • Lodestone Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.