Virtus Family Office’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Virtus Family Office’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	$1.96M	Buy	27,302 +742	+3%	+$54.9K	1.67%	16
2025 Q4	$1.91M	Sell	26,560 -1,503	-5%	-$105K	1.64%	21
2025 Q3	$1.98M	Buy	28,063 +12,050	+75%	+$849K	1.85%	17
2025 Q2	$1.12M	Buy	16,013 +6,672	+71%	+$440K	1.44%	31
2025 Q1	$569K	Sell	9,341 -110	-1%	-$6.51K	0.73%	35
2024 Q4	$536K	Sell	9,451 -4,940	-34%	-$291K	0.67%	34
2024 Q3	$914K	Sell	14,391 -20	-0.1%	-$1.24K	1.21%	31
2024 Q2	$859K	Buy	14,411 +3,134	+28%	+$191K	1.17%	31
2024 Q1	$674K	Hold	11,277	–	–	1.08%	27
2023 Q4	$673K	Buy	11,277 +2,962	+36%	+$159K	1.13%	27
2023 Q3	$436K	Buy	8,315 +152	+2%	+$8.44K	0.79%	29
2023 Q2	$456K	Buy	+8,163	New	+$477K	0.84%	29

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Virtus Family Office's DFE Position: Q1 2026 in Review

Virtus Family Office increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 2.8% in Q1 2026, buying an estimated $54.9K and bringing the position to 27,302 shares worth $1.96M. The position accounts for 1.67% of the portfolio, ranked #16.

Virtus Family Office first reported a position in DFE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q3 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

Virtus Family Office held 27,302 shares of WisdomTree Europe SmallCap Dividend Fund worth $1.96M as of Q1 2026.
Virtus Family Office bought 742 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $54.9K.
WisdomTree Europe SmallCap Dividend Fund made up 1.67% of Virtus Family Office's portfolio in Q1 2026, its #16 holding.
Virtus Family Office first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
Virtus Family Office's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.98M in Q3 2025.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.