CI
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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
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

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's DFE Position: Q2 2026 in Review

CX Institutional reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 18% in Q2 2026, selling an estimated $26.5K and leaving 1,569 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

CX Institutional first reported a position in DFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $151K in Q3 2025. 7 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • CX Institutional held 1,569 shares of WisdomTree Europe SmallCap Dividend Fund worth $113K as of Q2 2026.
  • CX Institutional sold 351 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $26.5K.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #839 holding.
  • CX Institutional first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's WisdomTree Europe SmallCap Dividend Fund position peaked at $151K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.