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Harbor Investment Advisory’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Harbor Investment Advisory’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 		$26.6K Hold
370
– – ﹤0.01% 886
2026
Q1 		$26.5K Hold
370
– – ﹤0.01% 729
2025
Q4 		$26.6K Hold
370
– – ﹤0.01% 780
2025
Q3 		$26.1K Hold
370
– – ﹤0.01% 753
2025
Q2 		$25.9K Hold
370
– – ﹤0.01% 744
2025
Q1 		$22.6K Hold
370
– – ﹤0.01% 758
2024
Q4 		$20.9K Sell
370
-750
-67% -$44.2K ﹤0.01% 743
2024
Q3 		$71.1K Sell
1,120
-150
-12% -$9.3K 0.01% 531
2024
Q2 		$75.7K Hold
1,270
– – 0.01% 506
2024
Q1 		$75.9K Hold
1,270
– – 0.01% 498
2023
Q4 		$75.7K Buy
+1,270
New +$68.2K 0.01% 477
2020
Q2 		– Sell
-250
Closed -$11.5K – 1171
2020
Q1 		$10K Hold
250
– – ﹤0.01% 737
2019
Q4 		$16K Buy
+250
New +$15K ﹤0.01% 563

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Harbor Investment Advisory's DFE Position: Q2 2026 in Review

Harbor Investment Advisory held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q2 2026 at 370 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Harbor Investment Advisory first reported a position in DFE in Q4 2019 and has held it in 13 quarters since. The position peaked at $75.9K in Q1 2024. 7 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • Harbor Investment Advisory held 370 shares of WisdomTree Europe SmallCap Dividend Fund worth $26.6K as of Q2 2026.
  • Harbor Investment Advisory left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #886 holding.
  • Harbor Investment Advisory first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2019 and has held it in 13 quarters since.
  • Harbor Investment Advisory's WisdomTree Europe SmallCap Dividend Fund position peaked at $75.9K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.