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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
Q1 		$1.29K Hold
18
– – ﹤0.01% 706
2025
Q4 		$1.29K Buy
+18
New +$1.25K ﹤0.01% 715

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

Lodestone Wealth Management's DFE Position: Q1 2026 in Review

Lodestone Wealth Management held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 18 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Lodestone Wealth Management first reported a position in DFE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.29K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Lodestone Wealth Management held 18 shares of WisdomTree Europe SmallCap Dividend Fund worth $1.29K as of Q1 2026.
  • Lodestone Wealth Management left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q1 2026, its #706 holding.
  • Lodestone Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • Lodestone Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.29K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.