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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

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 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. 32 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.
  • 32 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.