Sunbelt Securities’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-360	Closed	-$20.4K	–	2732
2025 Q2	$20.4K	Buy	+360	New	+$23.7K	﹤0.01%	1166
2025 Q1	–	Sell	-360	Closed	-$20.4K	–	1819
2024 Q4	$20.4K	Hold	360	–	–	﹤0.01%	1166
2024 Q3	$22.9K	Hold	360	–	–	﹤0.01%	1142
2024 Q2	$21.4K	Hold	360	–	–	﹤0.01%	1122
2024 Q1	$21.5K	Hold	360	–	–	﹤0.01%	1078
2023 Q4	$21.5K	Hold	360	–	–	﹤0.01%	1013
2023 Q3	$18.9K	Hold	360	–	–	﹤0.01%	1028
2023 Q2	$20.1K	Hold	360	–	–	﹤0.01%	1022
2023 Q1	$21K	Buy	+360	New	+$21.1K	﹤0.01%	944
2019 Q4	–	Sell	-9,173	Closed	-$513K	–	625
2019 Q3	$513K	Buy	9,173 +989	+12%	+$55.5K	0.06%	291
2019 Q2	$477K	Sell	8,184 -3,401	-29%	-$201K	0.21%	140
2019 Q1	$677K	Sell	11,585 -687	-6%	-$39.7K	0.34%	84
2018 Q4	$655K	Sell	12,272 -1,711	-12%	-$97.8K	0.38%	75
2018 Q3	$885K	Buy	13,983 +1,040	+8%	+$67.4K	0.47%	60
2018 Q2	$845K	Buy	12,943 +9,438	+269%	+$663K	0.51%	58
2018 Q1	$245K	Hold	3,505	–	–	0.22%	155
2017 Q4	$247K	Buy	3,505 +75	+2%	+$5.17K	0.24%	141
2017 Q3	$238K	Buy	+3,430	New	+$230K	0.25%	139

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

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

VFO

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Sunbelt Securities's DFE Position: Q3 2025 in Review

Sunbelt Securities sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2025, closing a stake of 360 shares — an estimated $20.4K sold.

Sunbelt Securities first reported a position in DFE in Q3 2017 and held it in 18 quarters. The position peaked at $885K in Q3 2018. 61 funds tracked by Wall St. Rank hold DFE as of Q3 2025.

Sunbelt Securities reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 360 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2025, an estimated $20.4K.
Sunbelt Securities first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2017 and held it in 18 quarters.
Sunbelt Securities's WisdomTree Europe SmallCap Dividend Fund position peaked at $885K in Q3 2018.
61 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.