TFG Advisers’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

TFG Advisers’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	$292K	Buy	4,164 +200	+5%	+$13.2K	0.1%	176
2025 Q1	$242K	Sell	3,964 -85	-2%	-$5.03K	0.09%	190
2024 Q4	$229K	Buy	4,049 +40	+1%	+$2.36K	0.08%	198
2024 Q3	$255K	Buy	4,009 +23	+0.6%	+$1.43K	0.09%	187
2024 Q2	$238K	Sell	3,986 -10	-0.3%	-$609	0.09%	182
2024 Q1	$239K	Sell	3,996 -703	-15%	-$40.9K	0.09%	185
2023 Q4	$280K	Sell	4,699 -364	-7%	-$19.5K	0.12%	160
2023 Q3	$266K	Sell	5,063 -48	-0.9%	-$2.66K	0.12%	158
2023 Q2	$285K	Buy	5,111 +197	+4%	+$11.5K	0.13%	159
2023 Q1	$287K	Sell	4,914 -341	-6%	-$20K	0.14%	159
2022 Q4	$288K	Sell	5,255 -1,514	-22%	-$78.2K	0.15%	148
2022 Q3	$306K	Sell	6,769 -359	-5%	-$19.2K	0.17%	134
2022 Q2	$393K	Sell	7,128 -868	-11%	-$54.3K	0.21%	113
2022 Q1	$537K	Sell	7,996 -350	-4%	-$24.1K	0.25%	108
2021 Q4	$622K	Sell	8,346 -58	-0.7%	-$4.24K	0.27%	99
2021 Q3	$604K	Buy	8,404 +92	+1%	+$6.96K	0.29%	94
2021 Q2	$610K	Sell	8,312 -781	-9%	-$58.2K	0.29%	92
2021 Q1	$633K	Sell	9,093 -1,476	-14%	-$100K	0.33%	88
2020 Q4	$682K	Sell	10,569 -1,071	-9%	-$61.9K	0.36%	81
2020 Q3	$618K	Sell	11,640 -560	-5%	-$29.8K	0.36%	82
2020 Q2	$604K	Sell	12,200 -413	-3%	-$19K	0.39%	76
2020 Q1	$512K	Sell	12,613 -143	-1%	-$8.09K	0.41%	74
2019 Q4	$833K	Sell	12,756 -492	-4%	-$29.6K	0.47%	65
2019 Q3	$740K	Sell	13,248 -2,583	-16%	-$145K	0.49%	70
2019 Q2	$923K	Sell	15,831 -1,123	-7%	-$66.4K	0.63%	57
2019 Q1	$990K	Sell	16,954 -622	-4%	-$35.9K	0.71%	46
2018 Q4	$937K	Buy	+17,576	New	+$1M	0.79%	41

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

TFG Advisers's DFE Position: Q2 2025 in Review

TFG Advisers increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 5% in Q2 2025, buying an estimated $13.2K and bringing the position to 4,164 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #176.

TFG Advisers first reported a position in DFE in Q4 2018 and has held it in 27 quarters since. The position peaked at $990K in Q1 2019. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2025.

TFG Advisers held 4,164 shares of WisdomTree Europe SmallCap Dividend Fund worth $292K as of Q2 2025.
TFG Advisers bought 200 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2025, an estimated $13.2K.
WisdomTree Europe SmallCap Dividend Fund made up 0.1% of TFG Advisers's portfolio in Q2 2025, its #176 holding.
TFG Advisers first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2018 and has held it in 27 quarters since.
TFG Advisers's WisdomTree Europe SmallCap Dividend Fund position peaked at $990K in Q1 2019.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.