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

NewEdge 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
2026 Q1	$7.17K	Hold	100	–	–	﹤0.01%	3484
2025 Q4	$7.18K	Hold	100	–	–	﹤0.01%	3570
2025 Q3	$7.04K	Hold	100	–	–	﹤0.01%	3430
2025 Q2	$7.01K	Hold	100	–	–	﹤0.01%	3316
2025 Q1	$6.1K	Hold	100	–	–	﹤0.01%	3245
2024 Q4	$5.66K	Hold	100	–	–	﹤0.01%	3201
2024 Q3	$6.35K	Hold	100	–	–	﹤0.01%	3081
2024 Q2	$5.96K	Hold	100	–	–	﹤0.01%	3038
2024 Q1	$5.97K	Hold	100	–	–	﹤0.01%	3076
2023 Q4	$5.96K	Hold	100	–	–	﹤0.01%	3064
2023 Q3	$5.25K	Hold	100	–	–	﹤0.01%	2795
2023 Q2	$5.58K	Hold	100	–	–	﹤0.01%	2776
2023 Q1	$5.83K	Hold	100	–	–	﹤0.01%	2729
2022 Q4	$5	Buy	+100	New	+$5.17K	﹤0.01%	3797
2017 Q3	–	Sell	-153	Closed	-$9.82K	–	534
2017 Q2	$9.82K	Buy	+153	New	+$9.75K	﹤0.01%	972

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

NewEdge Advisors's DFE Position: Q1 2026 in Review

NewEdge Advisors held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 100 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

NewEdge Advisors first reported a position in DFE in Q2 2017 and has held it in 15 quarters since. The position peaked at $9.82K in Q2 2017. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

NewEdge Advisors held 100 shares of WisdomTree Europe SmallCap Dividend Fund worth $7.17K as of Q1 2026.
NewEdge Advisors left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3484 holding.
NewEdge Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2017 and has held it in 15 quarters since.
NewEdge Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $9.82K in Q2 2017.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.