UBS Group
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UBS Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

UBS Group’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 		$3.73M Sell
51,995
-2,072
-4% -$153K ﹤0.01% 4377
2025
Q4 		$3.88M Sell
54,067
-1,292
-2% -$90.1K ﹤0.01% 4286
2025
Q3 		$3.9M Buy
55,359
+577
+1% +$40.6K ﹤0.01% 4293
2025
Q2 		$3.84M Sell
54,782
-1,002
-2% -$66K ﹤0.01% 4145
2025
Q1 		$3.4M Buy
55,784
+3,680
+7% +$218K ﹤0.01% 4189
2024
Q4 		$2.95M Buy
52,104
+173
+0.3% +$10.2K ﹤0.01% 4342
2024
Q3 		$3.3M Buy
51,931
+625
+1% +$38.8K ﹤0.01% 3489
2024
Q2 		$3.06M Sell
51,306
-58,488
-53% -$3.56M ﹤0.01% 3330
2024
Q1 		$6.56M Buy
109,794
+123
+0.1% +$7.16K ﹤0.01% 2677
2023
Q4 		$6.54M Sell
109,671
-4,727
-4% -$254K ﹤0.01% 2475
2023
Q3 		$6M Sell
114,398
-180
-0.2% -$9.99K ﹤0.01% 2400
2023
Q2 		$6.4M Sell
114,578
-162
-0.1% -$9.46K ﹤0.01% 2345
2023
Q1 		$6.69M Sell
114,740
-11,465
-9% -$672K ﹤0.01% 2241
2022
Q4 		$6.91M Sell
126,205
-11,543
-8% -$596K ﹤0.01% 2199
2022
Q3 		$6.23M Sell
137,748
-96
-0.1% -$5.14K ﹤0.01% 2158
2022
Q2 		$7.61M Buy
137,844
+44
+0% +$2.75K ﹤0.01% 2031
2022
Q1 		$9.26M Buy
137,800
+4,083
+3% +$282K ﹤0.01% 1998
2021
Q4 		$9.96M Buy
133,717
+2,072
+2% +$152K ﹤0.01% 2146
2021
Q3 		$9.46M Buy
131,645
+401
+0.3% +$30.3K ﹤0.01% 2067
2021
Q2 		$9.63M Buy
131,244
+6,977
+6% +$520K ﹤0.01% 2068
2021
Q1 		$8.65M Sell
124,267
-3,262
-3% -$221K ﹤0.01% 2085
2020
Q4 		$8.23M Sell
127,529
-1,891
-1% -$109K ﹤0.01% 2000
2020
Q3 		$6.88M Sell
129,420
-3,567
-3% -$190K ﹤0.01% 1908
2020
Q2 		$6.59M Sell
132,987
-117,604
-47% -$5.4M ﹤0.01% 1830
2020
Q1 		$10.2M Sell
250,591
-94,360
-27% -$5.34M ﹤0.01% 1398
2019
Q4 		$22.5M Buy
344,951
+10,339
+3% +$621K 0.01% 1289
2019
Q3 		$18.7M Sell
334,612
-40,370
-11% -$2.26M 0.01% 1293
2019
Q2 		$21.9M Sell
374,982
-271,845
-42% -$16.1M 0.01% 1155
2019
Q1 		$37.8M Buy
646,827
+84,160
+15% +$4.86M 0.02% 783
2018
Q4 		$30M Sell
562,667
-203,371
-27% -$11.6M 0.01% 837
2018
Q3 		$48.5M Buy
766,038
+10,749
+1% +$697K 0.02% 686
2018
Q2 		$49.3M Sell
755,289
-94,866
-11% -$6.66M 0.02% 664
2018
Q1 		$59.4M Buy
850,155
+25,537
+3% +$1.83M 0.03% 560
2017
Q4 		$58.2M Buy
824,618
+153,117
+23% +$10.6M 0.02% 610
2017
Q3 		$46.6M Buy
671,501
+30,533
+5% +$2.05M 0.02% 624
2017
Q2 		$41.4M Buy
640,968
+66,590
+12% +$4.24M 0.02% 654
2017
Q1 		$33.9M Sell
574,378
-8,211
-1% -$470K 0.02% 720
2016
Q4 		$31.8M Sell
582,589
-64,520
-10% -$3.45M 0.02% 751
2016
Q3 		$35.8M Sell
647,109
-90,155
-12% -$4.86M 0.02% 653
2016
Q2 		$37.6M Sell
737,264
-257,874
-26% -$14.5M 0.02% 619
2016
Q1 		$56.8M Sell
995,138
-38,174
-4% -$2.03M 0.04% 421
2015
Q4 		$57.9M Sell
1,033,312
-229,688
-18% -$12.8M 0.04% 464
2015
Q3 		$68M Buy
1,263,000
+36,295
+3% +$2.06M 0.05% 377
2015
Q2 		$70.1M Buy
1,226,705
+578,374
+89% +$34.2M 0.05% 406
2015
Q1 		$36.1M Buy
648,331
+91,833
+17% +$4.96M 0.02% 641
2014
Q4 		$28.6M Buy
+556,498
New +$28.6M 0.02% 791

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's DFE Position: Q1 2026 in Review

UBS Group reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 3.8% in Q1 2026, selling an estimated $153K and leaving 51,995 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #4377.

UBS Group first reported a position in DFE in Q4 2014 and has held it in 46 quarters since. The position peaked at $70.1M in Q2 2015. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

  • UBS Group held 51,995 shares of WisdomTree Europe SmallCap Dividend Fund worth $3.73M as of Q1 2026.
  • UBS Group sold 2,072 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $153K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4377 holding.
  • UBS Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $70.1M in Q2 2015.
  • 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.