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SBI Securities’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

SBI Securities’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 		$120K Buy
1,667
+1
+0.1% +$74 ﹤0.01% 797
2025
Q4 		$120K Hold
1,666
– – ﹤0.01% 785
2025
Q3 		$117K Buy
1,666
+162
+11% +$11.4K ﹤0.01% 805
2025
Q2 		$105K Sell
1,504
-18
-1% -$1.19K ﹤0.01% 801
2025
Q1 		$92.8K Buy
1,522
+48
+3% +$2.84K ﹤0.01% 774
2024
Q4 		$83.4K Buy
+1,474
New +$86.9K ﹤0.01% 813

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

SBI Securities's DFE Position: Q1 2026 in Review

SBI Securities increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 0.06% in Q1 2026, buying an estimated $74 and bringing the position to 1,667 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

SBI Securities first reported a position in DFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $120K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • SBI Securities held 1,667 shares of WisdomTree Europe SmallCap Dividend Fund worth $120K as of Q1 2026.
  • SBI Securities bought 1 WisdomTree Europe SmallCap Dividend Fund share in Q1 2026, an estimated $74.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #797 holding.
  • SBI Securities first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's WisdomTree Europe SmallCap Dividend Fund position peaked at $120K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.