Lowe Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$352	Hold	5	–	–	﹤0.01%	383
2025 Q2	$351	Hold	5	–	–	﹤0.01%	350
2025 Q1	$305	Hold	5	–	–	﹤0.01%	359
2024 Q4	$283	Hold	5	–	–	﹤0.01%	349
2024 Q3	$318	Hold	5	–	–	﹤0.01%	306
2024 Q2	$298	Buy	5 +2	+67%	+$122	﹤0.01%	304
2024 Q1	$179	Hold	3	–	–	﹤0.01%	302
2023 Q4	$179	Hold	3	–	–	﹤0.01%	308
2023 Q3	$157	Hold	3	–	–	﹤0.01%	299
2023 Q2	$168	Hold	3	–	–	﹤0.01%	347
2023 Q1	$175	Hold	3	–	–	﹤0.01%	342
2022 Q4	$164	Hold	3	–	–	﹤0.01%	348
2022 Q3	$0	Sell	3 -112	-97%	-$5.99K	﹤0.01%	339
2022 Q2	$6K	Hold	115	–	–	﹤0.01%	215
2022 Q1	$8K	Hold	115	–	–	﹤0.01%	213
2021 Q4	$9K	Hold	115	–	–	﹤0.01%	196
2021 Q3	$8K	Hold	115	–	–	﹤0.01%	201
2021 Q2	$8K	Hold	115	–	–	﹤0.01%	194
2021 Q1	$8K	Hold	115	–	–	﹤0.01%	189
2020 Q4	$7K	Hold	115	–	–	﹤0.01%	185
2020 Q3	$6K	Hold	115	–	–	﹤0.01%	186
2020 Q2	$6K	Hold	115	–	–	﹤0.01%	178
2020 Q1	$5K	Sell	115 -70	-38%	-$3.96K	﹤0.01%	187
2019 Q4	$12K	Buy	185 +115	+164%	+$6.91K	0.01%	144
2019 Q3	$4K	Hold	70	–	–	﹤0.01%	201
2019 Q2	$4K	Buy	+70	New	+$4.14K	﹤0.01%	212

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lowe Wealth Advisors's DFE Position: Q3 2025 in Review

Lowe Wealth Advisors held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q3 2025 at 5 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Lowe Wealth Advisors first reported a position in DFE in Q2 2019 and has held it in 26 quarters since. The position peaked at $12K in Q4 2019. 61 funds tracked by Wall St. Rank hold DFE as of Q3 2025.

Lowe Wealth Advisors held 5 shares of WisdomTree Europe SmallCap Dividend Fund worth $352 as of Q3 2025.
Lowe Wealth Advisors left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q3 2025.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #383 holding.
Lowe Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2019 and has held it in 26 quarters since.
Lowe Wealth Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $12K in Q4 2019.
61 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.