Stifel Financial
DFE icon

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

Stifel Financial’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 		$331K Buy
4,614
+111
+2% +$8.21K ﹤0.01% 3117
2025
Q4 		$324K Buy
4,503
+508
+13% +$35.4K ﹤0.01% 3105
2025
Q3 		$281K Buy
3,995
+51
+1% +$3.59K ﹤0.01% 3154
2025
Q2 		$277K Buy
+3,944
New +$260K ﹤0.01% 3095
2022
Q1 		– Sell
-2,762
Closed -$206K – 3391
2021
Q4 		$206K Buy
+2,762
New +$202K ﹤0.01% 3135
2020
Q1 		– Sell
-3,377
Closed -$221K – 2872
2019
Q4 		$221K Sell
3,377
-934
-22% -$56.1K ﹤0.01% 2707
2019
Q3 		$242K Sell
4,311
-5,213
-55% -$292K ﹤0.01% 2553
2019
Q2 		$557K Buy
9,524
+2,457
+35% +$145K ﹤0.01% 2151
2019
Q1 		$413K Sell
7,067
-481
-6% -$27.8K ﹤0.01% 2176
2018
Q4 		$402K Sell
7,548
-2,614
-26% -$149K ﹤0.01% 2061
2018
Q3 		$642K Sell
10,162
-2,221
-18% -$144K ﹤0.01% 1967
2018
Q2 		$808K Buy
12,383
+1,369
+12% +$96.1K ﹤0.01% 1762
2018
Q1 		$770K Buy
11,014
+68
+0.6% +$4.88K ﹤0.01% 1725
2017
Q4 		$773K Sell
10,946
-33
-0.3% -$2.27K ﹤0.01% 1671
2017
Q3 		$760K Sell
10,979
-500
-4% -$33.5K ﹤0.01% 1643
2017
Q2 		$741K Buy
11,479
+149
+1% +$9.5K ﹤0.01% 1635
2017
Q1 		$669K Buy
11,330
+365
+3% +$20.9K ﹤0.01% 1654
2016
Q4 		$600K Sell
10,965
-358
-3% -$19.1K ﹤0.01% 1682
2016
Q3 		$625K Sell
11,323
-707
-6% -$38.1K ﹤0.01% 1602
2016
Q2 		$614K Sell
12,030
-9,148
-43% -$515K ﹤0.01% 1638
2016
Q1 		$1.21M Buy
21,178
+10,269
+94% +$546K 0.01% 1145
2015
Q4 		$611K Sell
10,909
-222
-2% -$12.4K ﹤0.01% 1543
2015
Q3 		$599K Buy
11,131
+470
+4% +$26.7K ﹤0.01% 1457
2015
Q2 		$609K Buy
+10,661
New +$630K ﹤0.01% 1587

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

Stifel Financial's DFE Position: Q1 2026 in Review

Stifel Financial increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 2.5% in Q1 2026, buying an estimated $8.21K and bringing the position to 4,614 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Stifel Financial first reported a position in DFE in Q2 2015 and has held it in 24 quarters since. The position peaked at $1.21M in Q1 2016. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Stifel Financial held 4,614 shares of WisdomTree Europe SmallCap Dividend Fund worth $331K as of Q1 2026.
  • Stifel Financial bought 111 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $8.21K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3117 holding.
  • Stifel Financial first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2015 and has held it in 24 quarters since.
  • Stifel Financial's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.21M in Q1 2016.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.