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WisdomTree Europe SmallCap Dividend Fund (DFE) Institutional Ownership

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$61.88
+0.18 (+0.29%)
(As of 05/13/2024 ET)
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Stock AnalysisChartHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.42M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.97M
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DFE Institutional Buying and Selling by Quarter

WisdomTree Europe SmallCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2024Commonwealth 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%
2/13/2024 TFG Advisers LLC4,699$280K0.1%-7.2%0.129%
2/9/2024 Corient 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%
1/16/2024 Raymond 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%
10/23/2023Commonwealth 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%
8/2/2023Bank of Montreal Can51,341$3.04M0.0%N/A1.194%
8/1/2023 Portside Wealth Group LLC3,872$216K0.0%N/A0.090%
7/31/2023 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%
7/25/2023 Raymond 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%
5/2/2023Alliance Wealth Advisors LLC UT13,245$772K0.3%N/A0.384%
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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%
4/14/2023 Raymond 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%
2/8/2023 Raymond James & Associates24,781$1.36M0.0%-6.1%0.718%
2/8/2023UBS Group AG126,205$6.91M0.0%-8.4%3.658%
2/8/2023 Cambridge 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%
2/7/2023 LPL Financial LLC23,790$1.30M0.0%-11.7%0.690%
2/7/2023IFP 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%
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%
11/2/2022Rockefeller 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%
10/25/2022 Raymond 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%
10/21/2022 Whittier 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%
8/11/2022 Motley 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%
8/5/2022OLD Mission Capital LLC49,709$2.74M0.1%+180.8%1.212%
7/27/2022 Vontobel Holding Ltd.35,786$1.98M0.0%+2.0%0.862%
7/22/2022 Stratos 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%
7/20/2022 TFG Advisers LLC7,128$393K0.2%-10.9%0.172%
5/4/2022 Motley 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%
5/2/2022 Migdal Insurance & Financial Holdings Ltd.2,185$147K0.0%-94.5%0.052%
4/26/2022 Stratos Wealth Partners LTD.12,200$820K0.0%-1.6%0.290%
4/22/2022Truist Financial Corp3,202$215K0.0%-19.0%0.074%
4/20/2022 TFG Advisers LLC7,996$537K0.2%-4.2%0.184%
4/18/2022 Acorn Financial Advisory Services Inc. ADV4,757$320K0.1%-4.0%0.109%
4/15/2022 Wealthcare Advisory Partners LLC3,017$203K0.0%-5.4%0.069%
2/14/2022Rockefeller Capital Management L.P.2,585$192K0.0%+20.5%0.059%
2/10/2022 Motley Fool Wealth Management LLC220,608$16.44M0.7%-0.9%5.071%
2/8/2022Bank of America Corp DE74,431$5.55M0.0%+33.4%1.711%
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2/8/2022 Raymond James & Associates31,769$2.37M0.0%+24.8%0.730%
2/8/2022 Hedges Asset Management LLC9,500$708K0.6%N/A0.218%
2/7/2022 St. Louis Trust Co3,970$296K0.1%N/A0.091%
2/3/2022 Advisor Group Holdings Inc.58,284$4.34M0.0%+1.6%1.340%
2/2/2022Financial Planning & Information Services Inc.14,407$1.07M0.3%+3.7%0.331%
2/1/2022Merriman Wealth Management LLC17,526$1.31M0.1%-1.3%0.403%
2/1/2022Nomura Asset Management Co. Ltd.2,760$206K0.0%N/A0.063%
1/31/2022 Acorn Financial Advisory Services Inc. ADV4,956$369K0.1%-6.4%0.114%
1/31/2022Commonwealth Equity Services LLC16,427$1.22M0.0%+1.2%0.378%
1/24/2022National Bank of Canada FI635$47K0.0%N/A0.015%
(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, 37 institutional investors and hedge funds held shares of WisdomTree Europe SmallCap Dividend Fund. The most heavily invested institutionals were Courier Capital LLC ($12.28M), Motley Fool Wealth Management LLC ($11.49M), UBS Group AG ($6.54M), OLD Mission Capital LLC ($3.09M), Bank of Montreal Can ($3.04M), Vontobel Holding Ltd. ($1.85M), and Raymond James & Associates ($1.48M).Learn more on DFE's institutional investors.

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

Of the 28 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: OLD Mission Capital LLC ($88.53K), Bank of Montreal Can ($51.34K), Courier Capital LLC ($39.25K), Cambridge Investment Research Advisors Inc. ($17.79K), Wallace Advisory Group LLC ($17.76K), EisnerAmper Wealth Management Corporate Benefits LLC ($17.57K), and Alliance Wealth Advisors LLC UT ($13.25K).

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

Institutional investors have bought a total of 295,365 shares in the last 24 months. This purchase volume represents approximately $16.39M in transactions.

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

Of the 17 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 ($58.79K), Bank of New York Mellon Corp ($29.33K), UBS Group AG ($16.27K), Cambridge Investment Research Advisors Inc. ($15.97K), Sovereign Financial Group Inc. ($7.98K), Raymond James & Associates ($7.73K), and Motley Fool Wealth Management LLC ($7.01K).

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

Institutional investors have sold a total of 167,833 shares in the last 24 months. This volume of shares sold represents approximately $9.42M in transactions.


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This page (NYSEARCA:DFE) was last updated on 5/14/2024 by MarketBeat.com Staff

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