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

Lynx 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 Q1	$642K	Buy	8,944 +3,356	+60%	+$248K	0.31%	74
2025 Q4	$401K	Sell	5,588 -1	-0%	-$70	0.22%	106
2025 Q3	$394K	Buy	5,589 +37	+0.7%	+$2.61K	0.24%	91
2025 Q2	$389K	Buy	5,552 +121	+2%	+$7.97K	0.25%	88
2025 Q1	$331K	Sell	5,431 -364	-6%	-$21.6K	0.22%	98
2024 Q4	$328K	Sell	5,795 -1,160	-17%	-$68.4K	0.22%	99
2024 Q3	$442K	Buy	6,955 +48	+0.7%	+$2.98K	0.32%	74
2024 Q2	$412K	Buy	+6,907	New	+$421K	0.3%	68

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Lynx Investment Advisory's DFE Position: Q1 2026 in Review

Lynx Investment Advisory increased its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 60% in Q1 2026, buying an estimated $248K and bringing the position to 8,944 shares worth $642K. The position accounts for 0.31% of the portfolio, ranked #74.

Lynx Investment Advisory first reported a position in DFE in Q2 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.

Lynx Investment Advisory held 8,944 shares of WisdomTree Europe SmallCap Dividend Fund worth $642K as of Q1 2026.
Lynx Investment Advisory bought 3,356 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2026, an estimated $248K.
WisdomTree Europe SmallCap Dividend Fund made up 0.31% of Lynx Investment Advisory's portfolio in Q1 2026, its #74 holding.
Lynx Investment Advisory first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.