Institutional Ownership Wisdomtree Tr Europe Smallcap (DFE)
This table provides information about the institutional ownership of Wisdomtree Tr Europe Smallcap (DFE). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 593,329 shares, which have been reported (via 13F filing form) to have a value of $38.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
131,384
shares
|
$8.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
74,292
shares
|
$4.83 Million
0.3% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
55,784
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
47,901
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
34,994
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,895
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
19,834
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,415
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
17,912
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,372
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,144
shares
|
$789,238
0.11% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,286
shares
|
$733,477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hedges Asset Management LLC
|
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$649,900
0.39% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
9,341
shares
|
$607,071
0.74% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,948
shares
|
$581,530
0.0% of portfolio
|
Q1 2025
Reduced 35.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,653
shares
|
$562,358
0.12% of portfolio
|
Q3 2020
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,026
shares
|
$521,609
0.0% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,850
shares
|
$445,181
0.0% of portfolio
|
Q1 2025
Reduced 72.74%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
6,648
shares
|
$432,053
0.1% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
5,853
shares
|
$380,386
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
5,795
shares
|
$376,617
0.22% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,396
shares
|
$350,686
0.0% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
4,864
shares
|
$316,111
0.0% of portfolio
|
Q1 2025
Added 678.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,819
shares
|
$313,186
0.0% of portfolio
|
Q1 2025
Reduced 86.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,773
shares
|
$310,197
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|