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WisdomTree Europe SmallCap Dividend Fund (DFE) Institutional Ownership

WisdomTree Europe SmallCap Dividend Fund logo
$70.68 +0.71 (+1.01%)
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)
17
Total
Institutional Inflows
(last 12 months)
$6.10M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.12M
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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
8/12/2025JPMorgan Chase & Co.1,500$105K0.0%-11.8%0.060%
8/6/2025 RWA Wealth Partners LLC5,000$351K0.0%N/A0.200%
8/4/2025 Virtus Family Office LLC16,013$1.12M1.4%+71.4%0.641%
8/1/2025 Envestnet Asset Management Inc.4,545$319K0.0%-3.2%0.182%
7/28/2025 Courier Capital LLC73,507$5.15M0.3%-1.1%2.940%
7/21/2025 TFG Advisers LLC4,164$292K0.1%+5.0%0.167%
7/7/2025 Hedges Asset Management LLC5,000$351K0.3%-50.0%0.200%
6/16/2025 Lynx Investment Advisory5,431$331K0.2%-6.3%0.217%
5/19/2025Jane Street Group LLC4,819$294K0.0%-86.2%0.197%
5/15/2025Royal Bank of Canada3,798$232K0.0%+50.2%0.158%
5/15/2025Baird Financial Group Inc.8,026$489K0.0%-61.9%0.334%
5/13/2025HighTower Advisors LLC11,286$688K0.0%N/A0.470%
5/12/2025Atlas Capital Advisors Inc.1,462$89K0.0%N/A0.061%
5/6/2025 Garrison Bradford & Associates Inc.1,100$67K0.1%N/A0.046%
4/28/2025 Vontobel Holding Ltd.34,994$2.13M0.0%-1.1%1.458%
4/23/2025Continuum Advisory LLC1,050$64K0.0%-33.4%0.044%
4/22/2025 Cambridge Investment Research Advisors Inc.4,773$291K0.0%-10.0%0.199%
4/14/2025 Courier Capital LLC74,292$4.53M0.3%-34.2%3.096%
4/11/2025 Sovereign Financial Group Inc.6,648$405K0.1%-12.6%0.277%
2/17/2025Baird Financial Group Inc.21,054$1.19M0.0%+6.9%0.668%
2/17/2025Bank of America Corp DE42,574$2.41M0.0%+3.9%1.352%
2/14/2025Jane Street Group LLC34,799$1.97M0.0%+2.4%1.105%
2/14/2025Comerica Bank1,210$68K0.0%-16.8%0.038%
2/14/2025Susquehanna International Group LLP27,709$1.57M0.0%+3.3%0.880%
2/13/2025Raymond James Financial Inc.19,117$1.08M0.0%N/A0.607%
2/13/2025Wells Fargo & Company MN13,803$781K0.0%+30.5%0.438%
2/11/2025 Lynx Investment Advisory5,795$328K0.2%-16.7%0.184%
2/11/2025LPL Financial LLC5,539$313K0.0%-3.3%0.176%
2/10/2025 Commonwealth Equity Services LLC18,168$1.03M0.0%-2.6%0.577%
2/6/2025Raymond James Financial Inc.19,117$1.08M0.0%N/A0.607%
2/6/2025 SBI Securities Co. Ltd.1,474$83K0.0%N/A0.047%
2/6/2025Jones Financial Companies Lllp625$35K0.0%N/A0.020%
2/5/2025 Conservest Capital Advisors Inc.12,579$712K0.1%-3.2%0.399%
1/27/2025 Stratos Wealth Partners LTD.3,875$219K0.0%-26.6%0.123%
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%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.740$47K0.0%-24.0%0.023%
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10/29/2024 Conservest 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%
7/31/2024 Commonwealth Equity Services LLC18,402$1.10M0.0%-2.1%0.584%
7/26/2024 Bank of New York Mellon Corp5,978$356K0.0%+52.1%0.190%
7/24/2024 Family 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%
7/9/2024 Lynx 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%
5/6/2024 TFG Advisers LLC3,996$239K0.1%-15.0%0.127%
5/2/2024 Conservest Capital Advisors Inc.12,991$776K0.1%-12.8%0.412%
4/30/2024 Commonwealth 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%
2/13/2024 TFG 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%
2/5/2024 Conservest 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%
10/24/2023 Bank of New York Mellon Corp4,415$232K0.0%-84.3%0.121%
10/24/2023 Cambridge Investment Research Advisors Inc.8,446$443K0.0%+6.4%0.231%
10/23/2023 Commonwealth Equity Services LLC20,369$1.07M0.0%-1.6%0.558%
10/11/2023 Vontobel Holding Ltd.35,237$1.85M0.0%-1.8%0.965%
9/1/2023Portside Wealth Group LLC3,872$216K0.0%N/A0.106%
8/10/2023 Meitav Investment House Ltd.3,330$184K0.0%N/A0.091%
8/3/2023 Bank of New York Mellon Corp28,114$1.57M0.0%-16.7%0.654%
8/2/2023 Bank of Montreal Can51,341$3.04M0.0%N/A1.194%
8/1/2023Portside 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%
7/19/2023 TFG Advisers LLC5,111$285K0.1%+4.0%0.119%
7/18/2023 Stratos 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%
7/13/2023 Cambridge 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%
5/11/2023 Cambridge 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%
5/9/2023 Mather Group LLC.3,751$219K0.0%N/A0.109%
5/4/2023 Sovereign Financial Group Inc.12,250$714K0.3%-19.1%0.355%
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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%
5/2/2023 TFG 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%
3/6/2023 Rockefeller 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%
(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, 40 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 ($5.15M), Bank of America Corp DE ($2.41M), Vontobel Holding Ltd. ($2.13M), Flow Traders U.S. LLC ($1.57M), Susquehanna International Group LLP ($1.57M), and Raymond James & Associates ($1.31M).Learn more on WisdomTree Europe SmallCap Dividend Fund's institutional investors.

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

Of the 28 institutional investors that purchased WisdomTree Europe SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($61.47K), Raymond James Financial Inc. ($38.23K), Flow Traders U.S. LLC ($17.95K), HighTower Advisors LLC ($11.29K), Lynx Investment Advisory ($6.91K), Virtus Family Office LLC ($6.67K), and RWA Wealth Partners LLC ($5K).

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

Institutional investors have bought a total of 100,647 shares in the last 24 months. This purchase volume represents approximately $6.10M in transactions.

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

Of the 18 institutional investors that sold WisdomTree Europe SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Courier Capital LLC ($42.66K), Jane Street Group LLC ($29.98K), Baird Financial Group Inc. ($13.03K), Hedges Asset Management LLC ($5K), Sovereign Financial Group Inc. ($2.21K), Lynx Investment Advisory ($1.52K), and Stratos Wealth Partners LTD. ($1.40K).

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

Institutional investors have sold a total of 99,965 shares in the last 24 months. This volume of shares sold represents approximately $6.12M in transactions.



This page (NYSEARCA:DFE) was last updated on 8/12/2025 by MarketBeat.com Staff
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