Spire Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Spire Wealth Management’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
2025 Q2	–	Sell	-65	Closed	-$3.96K	–	2419
2025 Q1	$3.96K	Hold	65	–	–	﹤0.01%	2120
2024 Q4	$3.68K	Hold	65	–	–	﹤0.01%	2121
2024 Q3	$4.13K	Sell	65 -200	-75%	-$12.4K	﹤0.01%	1861
2024 Q2	$15.8K	Hold	265	–	–	﹤0.01%	1516
2024 Q1	$15.8K	Hold	265	–	–	﹤0.01%	1585
2023 Q4	$15.1K	Hold	265	–	–	﹤0.01%	1628
2023 Q3	$13.9K	Hold	265	–	–	﹤0.01%	1630
2023 Q2	$14.8K	Hold	265	–	–	﹤0.01%	1696
2023 Q1	$15.5K	Hold	265	–	–	﹤0.01%	1710
2022 Q4	$15K	Hold	265	–	–	﹤0.01%	1475
2022 Q3	$12K	Sell	265 -704	-73%	-$37.7K	﹤0.01%	1503
2022 Q2	$53K	Sell	969 -7	-0.7%	-$438	﹤0.01%	1266
2022 Q1	$66K	Buy	976 +31	+3%	+$2.14K	﹤0.01%	1337
2021 Q4	$70K	Buy	945 +34	+4%	+$2.49K	﹤0.01%	1560
2021 Q3	$66K	Buy	911 +3	+0.3%	+$227	﹤0.01%	1361
2021 Q2	$67K	Buy	908 +9	+1%	+$671	﹤0.01%	1358
2021 Q1	$63K	Buy	+899	New	+$60.9K	﹤0.01%	1607

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

Spire Wealth Management's DFE Position: Q2 2025 in Review

Spire Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2025, closing a stake of 65 shares — an estimated $3.96K sold.

Spire Wealth Management first reported a position in DFE in Q1 2021 and held it in 17 quarters. The position peaked at $70K in Q4 2021. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2025.

Spire Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 65 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2025, an estimated $3.96K.
Spire Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $70K in Q4 2021.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.