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WisdomTree Europe SmallCap Div shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of WisdomTree Europe SmallCap Div (DFE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in WisdomTree Europe SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Europe SmallCap Div held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Europe SmallCap Div by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4k 134 70.40
2025-06-30 $9.3k 133 70.16
2025-03-31 $8.9k 146 61.03
2024-12-31 $8.2k 145 56.71

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding WisdomTree Europe SmallCap Div

Morgan Stanley
Courier Capital Corp
UBS Group
Vontobel Holding
Virtus Family Office
3EDGE Asset Management
Susquehanna International
Raymond James Financial
Jane Street
Commonwealth Equity Services
Gotham Asset Management
Flow Traders US
HighTower Advisors
Wells Fargo & Company
Bank of New York Mellon

View all funds holding WisdomTree Europe SmallCap Div