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WisdomTree Europe SmallCap Dividend Fund (DFE) Institutional Ownership

$57.28 +1.23 (+2.19%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree Europe SmallCap Dividend Fund (NYSEARCA:DFE)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$5.77M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.94M
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DFE Institutional Buying and Selling by Quarter

WisdomTree Europe SmallCap Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/14/2025 Sovereign Financial Group Inc.7,607$430K0.1%-6.6%0.241%
1/13/2025 Courier Capital LLC112,918$6.39M0.4%-2.6%3.585%
11/15/2024National Bank of Canada FI625$40K0.0%-56.1%0.020%
11/15/2024Jane Street Group LLC33,975$2.16M0.0%+27.4%1.079%
11/14/2024Flow Traders U.S. LLC24,769$1.57M0.1%+263.0%0.786%
11/4/2024Migdal Insurance & Financial Holdings Ltd.740$47K0.0%-24.0%0.023%
10/29/2024Conservest Capital Advisors Inc.12,991$776K0.1%+1.4%0.412%
10/22/2024 Courier Capital LLC115,984$7.37M0.5%-0.2%3.682%
10/8/2024 Sovereign Financial Group Inc.8,141$517K0.1%-8.1%0.258%
7/31/2024Commonwealth Equity Services LLC18,402$1.10M0.0%-2.1%0.584%
7/26/2024Bank of New York Mellon Corp5,978$356K0.0%+52.1%0.190%
7/24/2024Family Firm Inc.1,708$102K0.0%N/A0.054%
7/23/2024 Courier Capital LLC116,170$6.92M0.5%-43.5%3.688%
7/19/2024Raymond James & Associates21,986$1.31M0.0%-7.9%0.698%
7/9/2024Lynx Investment Advisory6,907$412K0.3%N/A0.219%
5/17/2024Comerica Bank1,455$87K0.0%-13.3%0.046%
5/16/2024Jane Street Group LLC128,465$7.68M0.0%+71.0%4.078%
5/6/2024TFG Advisers LLC3,996$239K0.1%-15.0%0.127%
5/2/2024Conservest Capital Advisors Inc.12,991$776K0.1%-12.8%0.412%
4/30/2024Commonwealth Equity Services LLC18,801$1.12M0.0%-1.8%0.597%
4/24/2024 Hedges Asset Management LLC10,000$597K0.4%-9.1%0.317%
4/16/2024 Courier Capital LLC205,462$12.28M0.9%-22.2%5.629%
4/15/2024 Sovereign Financial Group Inc.8,898$532K0.1%-4.7%0.244%
2/15/2024Financial Planning & Information Services Inc.14,915$889K0.1%+12.0%0.409%
2/13/2024TFG Advisers LLC4,699$280K0.1%-7.2%0.129%
2/9/2024Corient Private Wealth LLC9,628$574K0.0%+11.3%0.264%
2/9/2024UBS Group AG109,671$6.54M0.0%-4.1%3.005%
2/6/2024 Sovereign Financial Group Inc.9,334$557K0.2%+22.9%0.256%
2/5/2024Conservest Capital Advisors Inc.14,903$889K0.1%-6.8%0.408%
1/26/2024 Harbor Investment Advisory LLC1,270$76K0.0%N/A0.035%
1/17/2024 Courier Capital LLC264,251$15.76M1.2%+0.5%7.240%
1/16/2024Raymond James & Associates24,791$1.48M0.0%-2.0%0.679%
1/11/2024 Hedges Asset Management LLC11,000$656K0.5%+4.8%0.301%
11/3/2023 Sovereign Financial Group Inc.7,593$398K0.1%-22.3%0.208%
10/24/2023Bank of New York Mellon Corp4,415$232K0.0%-84.3%0.121%
10/24/2023Cambridge Investment Research Advisors Inc.8,446$443K0.0%+6.4%0.231%
10/23/2023Commonwealth Equity Services LLC20,369$1.07M0.0%-1.6%0.558%
10/11/2023Vontobel Holding Ltd.35,237$1.85M0.0%-1.8%0.965%
9/1/2023 Portside Wealth Group LLC3,872$216K0.0%N/A0.106%
8/10/2023Meitav Investment House Ltd.3,330$184K0.0%N/A0.091%
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8/3/2023Bank of New York Mellon Corp28,114$1.57M0.0%-16.7%0.654%
8/2/2023Bank of Montreal Can51,341$3.04M0.0%N/A1.194%
8/1/2023 Portside Wealth Group LLC3,872$216K0.0%N/A0.090%
7/31/2023LPL Financial LLC23,194$1.30M0.0%-1.9%0.539%
7/31/2023 Courier Capital LLC263,010$14.69M1.2%+1.2%6.117%
7/31/2023 Sovereign Financial Group Inc.9,766$545K0.2%-20.3%0.227%
7/25/2023Raymond James & Associates25,268$1.41M0.0%+0.7%0.588%
7/19/2023TFG Advisers LLC5,111$285K0.1%+4.0%0.119%
7/18/2023Stratos Wealth Partners LTD.6,962$389K0.0%-4.2%0.162%
7/13/2023 Hedges Asset Management LLC10,500$586K0.5%+10.5%0.244%
7/13/2023Cambridge Investment Research Advisors Inc.7,940$443K0.0%-66.8%0.185%
5/18/2023 Courier Capital LLC259,970$15.16M1.7%+1.4%7.535%
5/11/2023Cambridge Investment Research Advisors Inc.23,911$1.39M0.0%+246.3%0.693%
5/11/2023 Wallace Advisory Group LLC17,760$1.04M0.8%N/A0.515%
5/9/2023Mather Group LLC.3,751$219K0.0%N/A0.109%
5/4/2023 Sovereign Financial Group Inc.12,250$714K0.3%-19.1%0.355%
5/2/2023Alliance Wealth Advisors LLC UT13,245$772K0.3%N/A0.384%
5/2/2023Financial Planning & Information Services Inc.14,231$830K0.2%-6.0%0.412%
5/2/2023TFG Advisers LLC4,914$287K0.1%-6.5%0.142%
4/14/2023Raymond James & Associates25,091$1.46M0.0%+1.3%0.727%
4/12/2023 Matrix Trust Co666$39K0.0%N/A0.019%
4/12/2023 Baker Tilly Wealth Management LLC12,261$715K0.1%N/A0.355%
4/4/2023EisnerAmper Wealth Management Corporate Benefits LLC17,565$1.02M0.5%N/A0.509%
3/6/2023Rockefeller Capital Management L.P.3,574$195K0.0%+8.6%0.104%
3/6/2023OLD Mission Capital LLC56,521$3.09M0.1%N/A1.638%
2/13/2023Financial Planning & Information Services Inc.15,140$828K0.2%-6.7%0.439%
2/8/2023Raymond James & Associates24,781$1.36M0.0%-6.1%0.718%
2/8/2023UBS Group AG126,205$6.91M0.0%-8.4%3.658%
2/8/2023Cambridge Investment Research Advisors Inc.6,904$378K0.0%+4.2%0.200%
2/7/2023Commonwealth Equity Services LLC14,602$798K0.0%-9.2%0.423%
2/7/2023LPL Financial LLC23,790$1.30M0.0%-11.7%0.690%
2/7/2023IFP Advisors Inc455$32K0.0%-41.3%0.013%
2/6/2023St. Louis Trust Co3,970$217K0.0%N/A0.115%
2/3/2023U.S. Capital Wealth Advisors LLC900$49K0.0%N/A0.026%
2/3/2023Capital Investment Advisory Services LLC700$38K0.0%N/A0.020%
2/2/2023Simplex Trading LLC829$45K0.0%N/A0.024%
2/1/2023TFG Advisers LLC5,255$288K0.1%-22.4%0.152%
1/24/2023 Courier Capital LLC256,267$14.02M1.6%+3.0%7.428%
1/19/2023Conservest Capital Advisors Inc.15,796$864K0.1%-13.3%0.458%
1/19/2023Polaris Wealth Advisory Group LLC3,639$210K0.0%N/A0.105%
11/2/2022Rockefeller Capital Management L.P.3,291$148K0.0%+11.3%0.094%
10/25/2022Financial Planning & Information Services Inc.16,226$734K0.2%+14.3%0.464%
10/25/2022Raymond James & Associates26,378$1.19M0.0%-17.6%0.754%
10/24/2022Stratos Wealth Partners LTD.7,271$329K0.0%-37.7%0.208%
10/21/2022TFG Advisers LLC6,769$306K0.2%-5.0%0.193%
10/21/2022Whittier Trust Co.2,064$93K0.0%-10.3%0.059%
10/18/2022 Courier Capital LLC248,799$11.26M1.4%+8.6%6.816%
8/13/2022Flow Traders U.S. LLC9,965$550K0.0%+7.7%0.243%
8/11/2022Motley Fool Wealth Management LLC208,148$11.49M0.7%-3.3%5.077%
8/8/2022Baird Financial Group Inc.5,607$310K0.0%+4.9%0.137%
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8/5/2022OLD Mission Capital LLC49,709$2.74M0.1%+180.8%1.212%
7/27/2022Vontobel Holding Ltd.35,786$1.98M0.0%+2.0%0.862%
7/22/2022Stratos Wealth Partners LTD.11,671$644K0.0%-4.3%0.281%
7/20/2022 Courier Capital LLC229,063$12.64M1.5%+1.8%5.520%
7/20/2022TFG Advisers LLC7,128$393K0.2%-10.9%0.172%
5/4/2022Motley Fool Wealth Management LLC215,157$14.46M0.7%-2.5%5.123%
5/4/2022Commonwealth Equity Services LLC16,763$1.13M0.0%+2.0%0.399%
5/2/2022HNP Capital LLC225,104$15.13M1.5%N/A5.360%
5/2/2022Migdal Insurance & Financial Holdings Ltd.2,185$147K0.0%-94.5%0.052%
4/26/2022Stratos Wealth Partners LTD.12,200$820K0.0%-1.6%0.290%
(Data available from 1/1/2016 forward)

DFE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFE shares?

During the previous two years, 39 institutional investors and hedge funds held shares of WisdomTree Europe SmallCap Dividend Fund. The most heavily invested institutionals were UBS Group AG ($6.54M), Courier Capital LLC ($6.39M), OLD Mission Capital LLC ($3.09M), Bank of Montreal Can ($3.04M), Jane Street Group LLC ($2.16M), Vontobel Holding Ltd. ($1.85M), and Flow Traders U.S. LLC ($1.57M).Learn more on DFE's institutional investors.

Which institutional investors have been buying WisdomTree Europe SmallCap Dividend Fund stock?

Of the 30 institutional investors that purchased WisdomTree Europe SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($60.65K), OLD Mission Capital LLC ($56.52K), Bank of Montreal Can ($51.34K), Flow Traders U.S. LLC ($17.95K), Cambridge Investment Research Advisors Inc. ($17.79K), Wallace Advisory Group LLC ($17.76K), and EisnerAmper Wealth Management Corporate Benefits LLC ($17.57K).

How much institutional buying is happening at WisdomTree Europe SmallCap Dividend Fund?

Institutional investors have bought a total of 321,411 shares in the last 24 months. This purchase volume represents approximately $18.55M in transactions.

Which WisdomTree Europe SmallCap Dividend Fund major shareholders have been selling company stock?

Of the 18 institutional investors that sold WisdomTree Europe SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Courier Capital LLC ($151.33K), Bank of New York Mellon Corp ($29.33K), UBS Group AG ($16.27K), Cambridge Investment Research Advisors Inc. ($15.97K), Sovereign Financial Group Inc. ($9.23K), Raymond James & Associates ($3.99K), and LPL Financial LLC ($3.61K).

How much institutional selling is happening at WisdomTree Europe SmallCap Dividend Fund?

Institutional investors have sold a total of 243,718 shares in the last 24 months. This volume of shares sold represents approximately $14.14M in transactions.



This page (NYSEARCA:DFE) was last updated on 1/21/2025 by MarketBeat.com Staff
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