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RMG Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

RMG 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 		– Sell
-543
Closed -$29.6K – 603
2025
Q4 		$29.6K Buy
+543
New +$37.9K ﹤0.01% 184

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

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

RMG Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2026, closing a stake of 543 shares — an estimated $29.6K sold.

RMG Wealth Management first reported a position in DFE in Q4 2025 and held it in 1 quarter. The position peaked at $29.6K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • RMG Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 543 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $29.6K.
  • RMG Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $29.6K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.