Virginia Estate & Retirement Planning Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	-162	Closed	-$5.82K	–	187
2026 Q1	$5.82K	Buy	+162	New	+$12K	0.01%	119

Other funds holding DFE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $207M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's DFE Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2026, closing a stake of 162 shares — an estimated $5.82K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in DFE in Q1 2026 and held it in 1 quarter. The position peaked at $5.82K in Q1 2026. 67 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Virginia Estate & Retirement Planning Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Virginia Estate & Retirement Planning Advisors sold 162 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $5.82K.
Virginia Estate & Retirement Planning Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2026 and held it in 1 quarter.
Virginia Estate & Retirement Planning Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $5.82K in Q1 2026.
67 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.