Vontobel Holding
DFE icon

Vontobel Holding’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Vontobel Holding’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
Q3 		$2.59M Hold
34,776
– – 0.01% 583
2026
Q2 		$2.5M Hold
34,776
– – 0.01% 591
2026
Q1 		$2.49M Sell
34,776
-200
-0.6% -$14.8K 0.01% 490
2025
Q4 		$2.51M Buy
34,976
+82
+0.2% +$5.72K 0.01% 520
2025
Q3 		$2.46M Sell
34,894
-57
-0.2% -$4.01K 0.01% 517
2025
Q2 		$2.45M Sell
34,951
-43
-0.1% -$2.83K 0.01% 490
2025
Q1 		$2.13M Sell
34,994
-395
-1% -$23.4K 0.01% 437
2024
Q4 		$2M Buy
35,389
+59
+0.2% +$3.48K 0.01% 447
2024
Q3 		$2.24M Hold
35,330
– – 0.01% 425
2024
Q2 		$2.1M Buy
35,330
+10
+0% +$609 0.01% 419
2024
Q1 		$2.11M Buy
35,320
+63
+0.2% +$3.66K 0.02% 431
2023
Q4 		$2.1M Buy
35,257
+20
+0.1% +$1.07K 0.02% 429
2023
Q3 		$1.85M Sell
35,237
-632
-2% -$35.1K 0.02% 442
2023
Q2 		$2M Sell
35,869
-118
-0.3% -$6.89K 0.02% 439
2023
Q1 		$2.1M Sell
35,987
-39
-0.1% -$2.29K 0.02% 407
2022
Q4 		$1.97M Buy
36,026
+194
+0.5% +$10K 0.02% 413
2022
Q3 		$1.62M Buy
35,832
+46
+0.1% +$2.46K 0.02% 443
2022
Q2 		$1.98M Buy
35,786
+708
+2% +$44.3K 0.02% 392
2022
Q1 		$2.36M Buy
35,078
+30,809
+722% +$2.12M 0.02% 397
2021
Q4 		$318K Sell
4,269
-392
-8% -$28.7K ﹤0.01% 910
2021
Q3 		$335K Buy
+4,661
New +$353K ﹤0.01% 911

Other funds holding DFE

Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vontobel Holding's DFE Position: Q3 2026 in Review

Vontobel Holding held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q3 2026 at 34,776 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #583.

Vontobel Holding first reported a position in DFE in Q3 2021 and has held it in 21 quarters since. 10 funds tracked by Wall St. Rank hold DFE as of Q3 2026.

  • Vontobel Holding held 34,776 shares of WisdomTree Europe SmallCap Dividend Fund worth $2.59M as of Q3 2026.
  • Vontobel Holding left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #583 holding.
  • Vontobel Holding first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2021 and has held it in 21 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.