Rothschild Investment LLC’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Rothschild Investment LLC’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	$19.5K	Hold	270	–	–	﹤0.01%	1563
2026 Q1	$19.4K	Hold	270	–	–	﹤0.01%	1428
2025 Q4	$19.4K	Hold	270	–	–	﹤0.01%	1331
2025 Q3	$19K	Hold	270	–	–	﹤0.01%	1242
2025 Q2	$19K	Hold	270	–	–	﹤0.01%	1030
2025 Q1	$16.5K	Hold	270	–	–	﹤0.01%	1055
2024 Q4	$15.3K	Hold	270	–	–	﹤0.01%	1066
2024 Q3	$17.2K	Hold	270	–	–	﹤0.01%	1030
2024 Q2	$16.1K	Hold	270	–	–	﹤0.01%	1018
2024 Q1	$16.2K	Hold	270	–	–	﹤0.01%	970
2023 Q4	$16.1K	Buy	+270	New	+$14.5K	﹤0.01%	909
2015 Q1	–	Sell	-11,507	Closed	-$592K	–	502
2014 Q4	$592K	Sell	11,507 -213	-2%	-$10.9K	0.07%	265
2014 Q3	$615K	Buy	+11,720	New	+$663K	0.07%	262

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

Rothschild Investment LLC's DFE Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q2 2026 at 270 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Rothschild Investment LLC first reported a position in DFE in Q3 2014 and has held it in 13 quarters since. The position peaked at $615K in Q3 2014. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Rothschild Investment LLC held 270 shares of WisdomTree Europe SmallCap Dividend Fund worth $19.5K as of Q2 2026.
Rothschild Investment LLC left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1563 holding.
Rothschild Investment LLC first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2014 and has held it in 13 quarters since.
Rothschild Investment LLC's WisdomTree Europe SmallCap Dividend Fund position peaked at $615K in Q3 2014.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.