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LRI Investments’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

LRI Investments’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 		$3.17K Hold
44
– – ﹤0.01% 1212
2026
Q1 		$3.16K Hold
44
– – ﹤0.01% 1196
2025
Q4 		$3.16K Hold
44
– – ﹤0.01% 1127
2025
Q3 		$3.1K Hold
44
– – ﹤0.01% 1136
2025
Q2 		$3.08K Hold
44
– – ﹤0.01% 1106
2025
Q1 		$2.68K Hold
44
– – ﹤0.01% 1064
2024
Q4 		$2.49K Hold
44
– – ﹤0.01% 1056
2024
Q3 		$2.53K Hold
44
– – ﹤0.01% 1047
2024
Q2 		$2.62K Hold
44
– – ﹤0.01% 1015
2024
Q1 		$2.63K Buy
+44
New +$2.56K ﹤0.01% 714

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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 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

LRI Investments's DFE Position: Q2 2026 in Review

LRI Investments held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q2 2026 at 44 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

LRI Investments first reported a position in DFE in Q1 2024 and has held it in 10 quarters since. 7 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

  • LRI Investments held 44 shares of WisdomTree Europe SmallCap Dividend Fund worth $3.17K as of Q2 2026.
  • LRI Investments left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1212 holding.
  • LRI Investments first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 7 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.