TS Financial Group (TSFG)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

TS Financial Group (TSFG)’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	–	Sell	-26	Closed	-$2K	–	868
2026 Q1	$2K	Hold	26	–	–	﹤0.01%	735
2025 Q4	$2K	Hold	26	–	–	﹤0.01%	730
2025 Q3	$2K	Hold	26	–	–	﹤0.01%	735
2025 Q2	$2K	Hold	26	–	–	﹤0.01%	712
2025 Q1	$2K	Hold	26	–	–	﹤0.01%	706
2024 Q4	$1K	Hold	26	–	–	﹤0.01%	694
2024 Q3	$2K	Hold	26	–	–	﹤0.01%	680
2024 Q2	$2K	Hold	26	–	–	﹤0.01%	662
2024 Q1	$2K	Hold	26	–	–	﹤0.01%	653
2023 Q4	$2K	Hold	26	–	–	﹤0.01%	728
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	921
2023 Q2	$1K	Hold	26	–	–	﹤0.01%	905
2023 Q1	$2K	Hold	26	–	–	﹤0.01%	805
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	895
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	869
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	888
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	776
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	751
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	738
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	733
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	664
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	719
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	737
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	727
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	677
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	607
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	706
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	603
2019 Q1	$2K	Buy	+26	New	+$1.5K	﹤0.01%	576

Other funds holding DFE

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $152M AUM

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TS Financial Group (TSFG)'s DFE Position: Q2 2026 in Review

TS Financial Group (TSFG) sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2026, closing a stake of 26 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in DFE in Q1 2019 and held it in 29 quarters. The position peaked at $2K in Q1 2026. 21 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

TS Financial Group (TSFG) reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
TS Financial Group (TSFG) sold 26 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $2K.
TS Financial Group (TSFG) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2019 and held it in 29 quarters.
TS Financial Group (TSFG)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $2K in Q1 2026.
21 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.