Steward Partners Investment Advisory’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Steward Partners Investment Advisory’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	$12.6K	Hold	175	–	–	﹤0.01%	3623
2026 Q1	$12.6K	Hold	175	–	–	﹤0.01%	3457
2025 Q4	$12.6K	Sell	175 -50	-22%	-$3.49K	﹤0.01%	3343
2025 Q3	$15.8K	Buy	225 +50	+29%	+$3.52K	﹤0.01%	3191
2025 Q2	$12.3K	Hold	175	–	–	﹤0.01%	3122
2025 Q1	$10.7K	Buy	+175	New	+$10.4K	﹤0.01%	3068
2024 Q2	–	Sell	-64	Closed	-$3.82K	–	3634
2024 Q1	$3.82K	Hold	64	–	–	﹤0.01%	3123
2023 Q4	$3.82K	Hold	64	–	–	﹤0.01%	3067
2023 Q3	$3.36K	Hold	64	–	–	﹤0.01%	2949
2023 Q2	$3.57K	Hold	64	–	–	﹤0.01%	2897
2023 Q1	$3.73K	Hold	64	–	–	﹤0.01%	2879
2022 Q4	$3.5K	Hold	64	–	–	﹤0.01%	2885
2022 Q3	$3K	Hold	64	–	–	﹤0.01%	2920
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	2811
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	2939
2021 Q4	$5K	Hold	64	–	–	﹤0.01%	2806
2021 Q3	$5K	Hold	64	–	–	﹤0.01%	2797
2021 Q2	$5K	Sell	64 -866	-93%	-$64.5K	﹤0.01%	6527
2021 Q1	$64.8K	Buy	+930	New	+$63K	﹤0.01%	1853
2019 Q4	–	Sell	-181	Closed	-$10K	–	2610
2019 Q3	$10K	Buy	181 +25	+16%	+$1.4K	﹤0.01%	1977
2019 Q2	$9K	Buy	+156	New	+$9.23K	﹤0.01%	2014
2018 Q4	–	Sell	-1,004	Closed	-$64K	–	1072
2018 Q3	$64K	Sell	1,004 -1,333	-57%	-$86.4K	﹤0.01%	1098
2018 Q2	$153K	Buy	2,337 +1,513	+184%	+$106K	0.01%	725
2018 Q1	$57K	Buy	824 +1	+0.1%	+$72	﹤0.01%	957
2017 Q4	$58K	Buy	823 +3	+0.4%	+$207	﹤0.01%	784
2017 Q3	$56K	Buy	820 +5	+0.6%	+$335	0.01%	663
2017 Q2	$52K	Buy	815 +13	+2%	+$829	0.01%	617
2017 Q1	$47K	Buy	+802	New	+$45.9K	0.01%	556

Other funds holding DFE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's DFE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q2 2026 at 175 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Steward Partners Investment Advisory first reported a position in DFE in Q1 2017 and has held it in 28 quarters since. The position peaked at $153K in Q2 2018. 62 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Steward Partners Investment Advisory held 175 shares of WisdomTree Europe SmallCap Dividend Fund worth $12.6K as of Q2 2026.
Steward Partners Investment Advisory left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3623 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2017 and has held it in 28 quarters since.
Steward Partners Investment Advisory's WisdomTree Europe SmallCap Dividend Fund position peaked at $153K in Q2 2018.
62 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.