RWA Wealth Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

RWA Wealth Partners’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	$419K	Hold	5,840	–	–	﹤0.01%	485
2025 Q4	$420K	Sell	5,840 -800	-12%	-$55.8K	﹤0.01%	472
2025 Q3	$468K	Buy	6,640 +1,640	+33%	+$116K	0.01%	453
2025 Q2	$351K	Buy	+5,000	New	+$329K	﹤0.01%	486
2018 Q3	–	Sell	-3,937	Closed	-$257K	–	345
2018 Q2	$257K	Sell	3,937 -18,535	-82%	-$1.3M	0.03%	210
2018 Q1	$1.57M	Sell	22,472 -29,221	-57%	-$2.1M	0.2%	91
2017 Q4	$3.65M	Sell	51,693 -1,160	-2%	-$79.9K	0.41%	64
2017 Q3	$3.67M	Buy	52,853 +984	+2%	+$66K	0.41%	69
2017 Q2	$3.35M	Buy	51,869 +1,512	+3%	+$96.4K	0.41%	63
2017 Q1	$2.97M	Buy	+50,357	New	+$2.88M	0.39%	69

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

RWA Wealth Partners's DFE Position: Q1 2026 in Review

RWA Wealth Partners held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 5,840 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

RWA Wealth Partners first reported a position in DFE in Q1 2017 and has held it in 10 quarters since. The position peaked at $3.67M in Q3 2017. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

RWA Wealth Partners held 5,840 shares of WisdomTree Europe SmallCap Dividend Fund worth $419K as of Q1 2026.
RWA Wealth Partners left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #485 holding.
RWA Wealth Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and has held it in 10 quarters since.
RWA Wealth Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $3.67M in Q3 2017.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.