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Stratos Wealth Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Stratos Wealth Partners’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 		$278K Hold
3,870
– – ﹤0.01% 1364
2025
Q4 		$278K Sell
3,870
-755
-16% -$52.6K ﹤0.01% 1332
2025
Q3 		$326K Buy
4,625
+750
+19% +$52.8K ﹤0.01% 1206
2025
Q2 		$272K Hold
3,875
– – ﹤0.01% 1181
2025
Q1 		$236K Hold
3,875
– – ﹤0.01% 1198
2024
Q4 		$219K Sell
3,875
-1,401
-27% -$82.6K ﹤0.01% 1306
2024
Q3 		$335K Sell
5,276
-1,284
-20% -$79.6K ﹤0.01% 1097
2024
Q2 		$391K Sell
6,560
-182
-3% -$11.1K 0.01% 996
2024
Q1 		$403K Sell
6,742
-149
-2% -$8.67K 0.01% 978
2023
Q4 		$411K Sell
6,891
-70
-1% -$3.76K 0.01% 945
2023
Q3 		$365K Sell
6,961
-1
-0% -$55 0.01% 936
2023
Q2 		$389K Sell
6,962
-309
-4% -$18.1K 0.01% 858
2023
Q1 		$424K Hold
7,271
– – 0.01% 750
2022
Q4 		$398K Hold
7,271
– – 0.01% 796
2022
Q3 		$329K Sell
7,271
-4,400
-38% -$235K 0.01% 825
2022
Q2 		$644K Sell
11,671
-529
-4% -$33.1K 0.02% 636
2022
Q1 		$820K Sell
12,200
-203
-2% -$14K 0.02% 626
2021
Q4 		$924K Sell
12,403
-117,877
-90% -$8.62M 0.02% 581
2021
Q3 		$9.36M Buy
130,280
+6,838
+6% +$517K 0.24% 89
2021
Q2 		$9.06M Buy
123,442
+110,312
+840% +$8.22M 0.23% 92
2021
Q1 		$914K Sell
13,130
-511
-4% -$34.6K 0.03% 523
2020
Q4 		$881K Sell
13,641
-929
-6% -$53.7K 0.03% 486
2020
Q3 		$775K Sell
14,570
-973
-6% -$51.8K 0.03% 482
2020
Q2 		$770K Sell
15,543
-1,129
-7% -$51.9K 0.03% 447
2020
Q1 		$678K Sell
16,672
-1,055
-6% -$59.7K 0.03% 432
2019
Q4 		$1.16M Sell
17,727
-899
-5% -$54K 0.05% 355
2019
Q3 		$1.04M Sell
18,626
-1,235
-6% -$69.3K 0.05% 360
2019
Q2 		$1.16M Sell
19,861
-805
-4% -$47.6K 0.05% 328
2019
Q1 		$1.21M Sell
20,666
-1,418
-6% -$81.9K 0.05% 318
2018
Q4 		$1.18M Sell
22,084
-799
-3% -$45.7K 0.06% 299
2018
Q3 		$1.45M Buy
22,883
+1,589
+7% +$103K 0.06% 269
2018
Q2 		$1.39M Buy
21,294
+1,811
+9% +$127K 0.06% 296
2018
Q1 		$1.36M Buy
19,483
+2,529
+15% +$182K 0.06% 301
2017
Q4 		$1.2M Sell
16,954
-389
-2% -$26.8K 0.05% 311
2017
Q3 		$1.21M Buy
17,343
+3,575
+26% +$240K 0.06% 302
2017
Q2 		$888K Buy
13,768
+1,834
+15% +$117K 0.05% 315
2017
Q1 		$705K Buy
11,934
+275
+2% +$15.8K 0.04% 343
2016
Q4 		$637K Buy
11,659
+425
+4% +$22.7K 0.04% 336
2016
Q3 		$621K Sell
11,234
-775
-6% -$41.8K 0.04% 310
2016
Q2 		$613K Sell
12,009
-684
-5% -$38.5K 0.05% 293
2016
Q1 		$724K Buy
12,693
+2,590
+26% +$138K 0.06% 227
2015
Q4 		$566K Buy
10,103
+167
+2% +$9.33K 0.05% 271
2015
Q3 		$535K Buy
9,936
+250
+3% +$14.2K 0.07% 243
2015
Q2 		$554K Buy
9,686
+1,118
+13% +$66.1K 0.07% 243
2015
Q1 		$480K Buy
+8,568
New +$463K 0.06% 307

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

Stratos Wealth Partners's DFE Position: Q1 2026 in Review

Stratos Wealth Partners held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 3,870 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Stratos Wealth Partners first reported a position in DFE in Q1 2015 and has held it in 45 quarters since. The position peaked at $9.36M in Q3 2021. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • Stratos Wealth Partners held 3,870 shares of WisdomTree Europe SmallCap Dividend Fund worth $278K as of Q1 2026.
  • Stratos Wealth Partners left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1364 holding.
  • Stratos Wealth Partners first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2015 and has held it in 45 quarters since.
  • Stratos Wealth Partners's WisdomTree Europe SmallCap Dividend Fund position peaked at $9.36M in Q3 2021.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.