Farther Finance Advisors, LLC DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND

Ownership history in Farther Finance Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND (DFE) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows DFE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held DFE — position size vs. price
% of Fund (quarterly)    DFE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4 0% 0.00% $290 2026-04-07 $72.86
2025 Q4 UNCHANGED 4 0% 0.00% $287 2026-01-23 $74.92
2025 Q3 UNCHANGED 4 0% 0.00% $282 2025-10-14 $68.53
2025 Q2 UNCHANGED 4 0% 0.00% $280 2025-07-11 $69.15
2025 Q1 UNCHANGED 4 0% 0.00% $244 2025-04-14 $57.73
2024 Q4 UNCHANGED 4 0% 0.00% $226 2025-02-10 $55.94
2024 Q3 UNCHANGED 4 0% 0.00% $254 2024-10-29 $56.17
2024 Q2 UNCHANGED 4 0% 0.00% $239 2024-07-31 $58.47
2024 Q1 UNCHANGED 4 0% 0.00% $239 2024-05-14 $57.24
2023 Q4 REDUCED 93.2% +0.4% 4 -55 -93.2% 0.00% $239 2024-02-15 $52.62
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and DFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning DFE?

Farther Finance Advisors, LLC reported DFE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFE position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for DFE was 0.00% in 2023 Q4.

What is the latest reported DFE position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $290.

What does the chart on this DFE ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly DFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their DFE position?

Based on 13F filing dates vs. subsequent DFE price moves, Farther Finance Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DFE relative to SPY over the holding period was -0.8%.

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