Migdal Insurance & Financial Holdings’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Migdal Insurance & Financial Holdings’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	$19.4K	Sell	270 -200	-43%	-$15.1K	﹤0.01%	325
2026 Q1	$33.7K	Hold	470	–	–	﹤0.01%	311
2025 Q4	$34K	Hold	470	–	–	﹤0.01%	295
2025 Q3	$33K	Sell	470 -70	-13%	-$4.93K	﹤0.01%	291
2025 Q2	$38K	Sell	540 -82	-13%	-$5.4K	﹤0.01%	278
2025 Q1	$38K	Sell	622 -118	-16%	-$6.99K	﹤0.01%	299
2024 Q4	$42K	Hold	740	–	–	﹤0.01%	247
2024 Q3	$47K	Sell	740 -234	-24%	-$14.5K	﹤0.01%	261
2024 Q2	$58K	Sell	974 -42	-4%	-$2.56K	﹤0.01%	289
2024 Q1	$61K	Sell	1,016 -232	-19%	-$13.5K	﹤0.01%	268
2023 Q4	$74K	Sell	1,248 -86	-6%	-$4.62K	﹤0.01%	306
2023 Q3	$70K	Sell	1,334 -749	-36%	-$41.6K	﹤0.01%	308
2023 Q2	$116K	Hold	2,083	–	–	﹤0.01%	250
2023 Q1	$121K	Hold	2,083	–	–	﹤0.01%	301
2022 Q4	$114K	Hold	2,083	–	–	﹤0.01%	251
2022 Q3	$94K	Sell	2,083 -51	-2%	-$2.73K	﹤0.01%	263
2022 Q2	$118K	Sell	2,134 -51	-2%	-$3.19K	﹤0.01%	287
2022 Q1	$147K	Sell	2,185 -37,896	-95%	-$2.61M	﹤0.01%	302
2021 Q4	$2.99M	Sell	40,081 -11	-0%	-$805	0.03%	146
2021 Q3	$2.88M	Sell	40,092 -2,115	-5%	-$160K	0.03%	157
2021 Q2	$3.1M	Buy	42,207 +2,945	+8%	+$220K	0.03%	158
2021 Q1	$2.73M	Buy	39,262 +2,895	+8%	+$196K	0.03%	171
2020 Q4	$2.34M	Buy	36,367 +5,613	+18%	+$324K	0.03%	145
2020 Q3	$1.64M	Sell	30,754 -443	-1%	-$23.6K	0.02%	219
2020 Q2	$1.54M	Buy	31,197 +2,399	+8%	+$110K	0.03%	213
2020 Q1	$1.17M	Sell	28,798 -36,448	-56%	-$2.06M	0.03%	155
2019 Q4	$4.26M	Buy	65,246 +271	+0.4%	+$16.3K	0.08%	106
2019 Q3	$3.63M	Buy	64,975 +2,723	+4%	+$153K	0.08%	112
2019 Q2	$3.57M	Buy	62,252 +4,552	+8%	+$269K	0.09%	106
2019 Q1	$3.37M	Buy	57,700 +6,620	+13%	+$382K	0.08%	117
2018 Q4	$2.73M	Buy	+51,080	New	+$2.92M	0.06%	119

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

Migdal Insurance & Financial Holdings's DFE Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 43% in Q2 2026, selling an estimated $15.1K and leaving 270 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Migdal Insurance & Financial Holdings first reported a position in DFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.26M in Q4 2019. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Migdal Insurance & Financial Holdings held 270 shares of WisdomTree Europe SmallCap Dividend Fund worth $19.4K as of Q2 2026.
Migdal Insurance & Financial Holdings sold 200 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $15.1K.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #325 holding.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
Migdal Insurance & Financial Holdings's WisdomTree Europe SmallCap Dividend Fund position peaked at $4.26M in Q4 2019.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.