CX Institutional
DFE icon

CX Institutional’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

CX Institutional’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 		$115K Sell
1,539
-30
-2% -$2.27K ﹤0.01% 847
2026
Q2 		$113K Sell
1,569
-351
-18% -$26.5K ﹤0.01% 839
2026
Q1 		$138K Buy
1,920
+1
+0.1% +$74 ﹤0.01% 796
2025
Q4 		$138K Sell
1,919
-220
-10% -$15.3K ﹤0.01% 794
2025
Q3 		$151K Buy
+2,139
New +$151K ﹤0.01% 760

Other funds holding DFE

SBA
Seven Bridges Advisors New York $221M AUM
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
LWM
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

CX Institutional's DFE Position: Q3 2026 in Review

CX Institutional reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 1.9% in Q3 2026, selling an estimated $2.27K and leaving 1,539 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

CX Institutional first reported a position in DFE in Q3 2025 and has held it in 5 quarters since. The position peaked at $151K in Q3 2025. 9 funds tracked by Wall St. Rank hold DFE as of Q3 2026.

  • CX Institutional held 1,539 shares of WisdomTree Europe SmallCap Dividend Fund worth $115K as of Q3 2026.
  • CX Institutional sold 30 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2026, an estimated $2.27K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #847 holding.
  • CX Institutional first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's WisdomTree Europe SmallCap Dividend Fund position peaked at $151K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.