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 Q2	$1.29K	Hold	18	–	–	﹤0.01%	717
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 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

Lodestone Wealth Management's DFE Position: Q2 2026 in Review

Lodestone Wealth Management held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q2 2026 at 18 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Lodestone Wealth Management 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.

Lodestone Wealth Management held 18 shares of WisdomTree Europe SmallCap Dividend Fund worth $1.29K as of Q2 2026.
Lodestone Wealth Management left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #717 holding.
Lodestone Wealth Management 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.