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Sovereign Financial Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Sovereign Financial Group’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 		$298K Sell
4,144
-547
-12% -$41.3K 0.05% 300
2026
Q1 		$337K Sell
4,691
-1,336
-22% -$98.8K 0.06% 264
2025
Q4 		$433K Sell
6,027
-56
-0.9% -$3.9K 0.07% 212
2025
Q3 		$428K Sell
6,083
-515
-8% -$36.3K 0.08% 208
2025
Q2 		$463K Sell
6,598
-50
-0.8% -$3.29K 0.1% 184
2025
Q1 		$405K Sell
6,648
-959
-13% -$56.8K 0.09% 189
2024
Q4 		$430K Sell
7,607
-534
-7% -$31.5K 0.1% 188
2024
Q3 		$517K Sell
8,141
-721
-8% -$44.7K 0.12% 157
2024
Q2 		$528K Sell
8,862
-36
-0.4% -$2.19K 0.13% 142
2024
Q1 		$532K Sell
8,898
-436
-5% -$25.4K 0.14% 144
2023
Q4 		$557K Buy
9,334
+1,741
+23% +$93.5K 0.17% 119
2023
Q3 		$398K Sell
7,593
-2,173
-22% -$121K 0.14% 144
2023
Q2 		$545K Sell
9,766
-2,484
-20% -$145K 0.18% 129
2023
Q1 		$714K Sell
12,250
-2,883
-19% -$169K 0.27% 90
2022
Q4 		$828K Sell
15,133
-6,935
-31% -$358K 0.33% 82
2022
Q3 		$998K Sell
22,068
-1,142
-5% -$61.1K 0.4% 59
2022
Q2 		$1.28M Sell
23,210
-1,985
-8% -$124K 0.5% 50
2022
Q1 		$1.69M Sell
25,195
-3,012
-11% -$208K 0.63% 44
2021
Q4 		$2.1M Sell
28,207
-635
-2% -$46.4K 0.84% 27
2021
Q3 		$2.07M Sell
28,842
-13,414
-32% -$1.01M 1.19% 17
2021
Q2 		$2.94M Hold
42,256
– – 1.78% 12
2021
Q1 		$2.94M Sell
42,256
-2,563
-6% -$174K 1.84% 11
2020
Q4 		$2.89M Buy
+44,819
New +$2.59M 2.08% 9

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $207M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
UBS Group
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sovereign Financial Group's DFE Position: Q2 2026 in Review

Sovereign Financial Group reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 12% in Q2 2026, selling an estimated $41.3K and leaving 4,144 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #300.

Sovereign Financial Group first reported a position in DFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.94M in Q2 2021. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • Sovereign Financial Group held 4,144 shares of WisdomTree Europe SmallCap Dividend Fund worth $298K as of Q2 2026.
  • Sovereign Financial Group sold 547 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $41.3K.
  • WisdomTree Europe SmallCap Dividend Fund made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #300 holding.
  • Sovereign Financial Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $2.94M in Q2 2021.
  • 66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.