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 Q2	$411K	Sell	5,714 -3,230	-36%	-$244K	0.13%	155
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $207M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Lynx Investment Advisory reduced its WisdomTree Europe SmallCap Dividend Fund (DFE) stake by 36% in Q2 2026, selling an estimated $244K and leaving 5,714 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #155.

Lynx Investment Advisory first reported a position in DFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $642K in Q1 2026. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2026.

Lynx Investment Advisory held 5,714 shares of WisdomTree Europe SmallCap Dividend Fund worth $411K as of Q2 2026.
Lynx Investment Advisory sold 3,230 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2026, an estimated $244K.
WisdomTree Europe SmallCap Dividend Fund made up 0.13% of Lynx Investment Advisory's portfolio in Q2 2026, its #155 holding.
Lynx Investment Advisory first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's WisdomTree Europe SmallCap Dividend Fund position peaked at $642K in Q1 2026.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.