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WisdomTree Europe SmallCap Dividend Fund (DFE) Institutional Ownership

$59.91 -0.18 (-0.30%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$8.17M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.79M
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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
2/17/2025 Baird Financial Group Inc.21,054$1.19M0.0%+6.9%0.668%
2/17/2025 Bank of America Corp DE42,574$2.41M0.0%+3.9%1.352%
2/14/2025 Jane Street Group LLC34,799$1.97M0.0%+2.4%1.105%
2/14/2025 Comerica Bank1,210$68K0.0%-16.8%0.038%
2/14/2025 Susquehanna International Group LLP27,709$1.57M0.0%+3.3%0.880%
2/13/2025 Raymond James Financial Inc.19,117$1.08M0.0%N/A0.607%
2/13/2025 Wells Fargo & Company MN13,803$781K0.0%+30.5%0.438%
2/11/2025 Lynx Investment Advisory5,795$328K0.2%-16.7%0.184%
2/11/2025 LPL Financial LLC5,539$313K0.0%-3.3%0.176%
2/10/2025 Commonwealth Equity Services LLC18,168$1.03M0.0%-2.6%0.577%
2/6/2025 Raymond 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%
2/6/2025 Jones 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%
11/15/2024 National Bank of Canada FI625$40K0.0%-56.1%0.020%
11/15/2024 Jane Street Group LLC33,975$2.16M0.0%+27.4%1.079%
11/14/2024 Flow 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%
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%
5/17/2024 Comerica Bank1,455$87K0.0%-13.3%0.046%
5/16/2024 Jane 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%
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2/9/2024 Corient Private Wealth LLC9,628$574K0.0%+11.3%0.264%
2/9/2024 UBS 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%
9/1/2023 Portside 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%
8/1/2023 Portside Wealth Group LLC3,872$216K0.0%N/A0.090%
7/31/2023 LPL 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%
5/2/2023 Alliance 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%
3/6/2023 OLD 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%
2/8/2023 UBS Group AG126,205$6.91M0.0%-8.4%3.658%
2/8/2023 Cambridge Investment Research Advisors Inc.6,904$378K0.0%+4.2%0.200%
2/7/2023 Commonwealth Equity Services LLC14,602$798K0.0%-9.2%0.423%
2/7/2023 LPL Financial LLC23,790$1.30M0.0%-11.7%0.690%
2/7/2023 IFP Advisors Inc455$32K0.0%-41.3%0.013%
2/6/2023 St. Louis Trust Co3,970$217K0.0%N/A0.115%
2/3/2023 U.S. Capital Wealth Advisors LLC900$49K0.0%N/A0.026%
2/3/2023 Capital Investment Advisory Services LLC700$38K0.0%N/A0.020%
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2/2/2023 Simplex Trading LLC829$45K0.0%N/A0.024%
2/1/2023 TFG Advisers LLC5,255$288K0.1%-22.4%0.152%
1/24/2023 Courier Capital LLC256,267$14.02M1.6%+3.0%7.428%
1/19/2023 Conservest Capital Advisors Inc.15,796$864K0.1%-13.3%0.458%
1/19/2023Polaris Wealth Advisory Group LLC3,639$210K0.0%N/A0.105%
11/2/2022 Rockefeller 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%
10/24/2022 Stratos Wealth Partners LTD.7,271$329K0.0%-37.7%0.208%
10/21/2022 TFG Advisers LLC6,769$306K0.2%-5.0%0.193%
(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, 41 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), Bank of America Corp DE ($2.41M), Jane Street Group LLC ($1.97M), and Vontobel Holding Ltd. ($1.85M).Learn more on DFE's institutional investors.

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

Of the 33 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 ($61.47K), OLD Mission Capital LLC ($56.52K), Bank of Montreal Can ($51.34K), Raymond James Financial Inc. ($38.23K), Flow Traders U.S. LLC ($17.95K), 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 355,499 shares in the last 24 months. This purchase volume represents approximately $20.50M 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), Cambridge Investment Research Advisors Inc. ($15.97K), Sovereign Financial Group Inc. ($9.23K), UBS Group AG ($4.73K), Conservest Capital Advisors Inc. ($3.42K), and Raymond James & Associates ($2.39K).

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

Institutional investors have sold a total of 226,901 shares in the last 24 months. This volume of shares sold represents approximately $13.23M in transactions.



This page (NYSEARCA:DFE) was last updated on 2/22/2025 by MarketBeat.com Staff
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