WisdomTree Europe SmallCap Dividend Fund (DFE) Institutional Ownership

$62.32

+1.19 (+1.95%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 14
Total Institutional Inflows (last 12 months): $7.95M

Number of Institutional Sellers (last 12 months): 12
Total Institutional Outflows (last 12 months): $11.51M

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DFE Institutional Buying and Selling by Quarter

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WisdomTree Europe SmallCap Dividend Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	5,978	$356K	0.0%	+52.1%	0.190%
7/24/2024	Family Firm Inc.	1,708	$102K	0.0%	N/A	0.054%
7/23/2024	Courier Capital LLC	116,170	$6.92M	0.5%	-43.5%	3.688%
7/19/2024	Raymond James & Associates	21,986	$1.31M	0.0%	-7.9%	0.698%
7/9/2024	Lynx Investment Advisory	6,907	$412K	0.3%	N/A	0.219%
5/17/2024	Comerica Bank	1,455	$87K	0.0%	-13.3%	0.046%
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5/16/2024	Jane Street Group LLC	128,465	$7.68M	0.0%	+71.0%	4.078%
5/6/2024	TFG Advisers LLC	3,996	$239K	0.1%	-15.0%	0.127%
5/2/2024	Conservest Capital Advisors Inc.	12,991	$776K	0.1%	-12.8%	0.412%
4/30/2024	Commonwealth Equity Services LLC	18,801	$1.12M	0.0%	-1.8%	0.597%
4/24/2024	Hedges Asset Management LLC	10,000	$597K	0.4%	-9.1%	0.317%
4/16/2024	Courier Capital LLC	205,462	$12.28M	0.9%	-22.2%	5.629%
4/15/2024	Sovereign Financial Group Inc.	8,898	$532K	0.1%	-4.7%	0.244%
2/15/2024	Financial Planning & Information Services Inc.	14,915	$889K	0.1%	+12.0%	0.409%
2/13/2024	TFG Advisers LLC	4,699	$280K	0.1%	-7.2%	0.129%
2/9/2024	Corient Private Wealth LLC	9,628	$574K	0.0%	+11.3%	0.264%
2/9/2024	UBS Group AG	109,671	$6.54M	0.0%	-4.1%	3.005%
2/6/2024	Sovereign Financial Group Inc.	9,334	$557K	0.2%	+22.9%	0.256%
2/5/2024	Conservest Capital Advisors Inc.	14,903	$889K	0.1%	-6.8%	0.408%
1/26/2024	Harbor Investment Advisory LLC	1,270	$76K	0.0%	N/A	0.035%
1/17/2024	Courier Capital LLC	264,251	$15.76M	1.2%	+0.5%	7.240%
1/16/2024	Raymond James & Associates	24,791	$1.48M	0.0%	-2.0%	0.679%
1/11/2024	Hedges Asset Management LLC	11,000	$656K	0.5%	+4.8%	0.301%
11/3/2023	Sovereign Financial Group Inc.	7,593	$398K	0.1%	-22.3%	0.208%
10/24/2023	Bank of New York Mellon Corp	4,415	$232K	0.0%	-84.3%	0.121%
10/24/2023	Cambridge Investment Research Advisors Inc.	8,446	$443K	0.0%	+6.4%	0.231%
10/23/2023	Commonwealth Equity Services LLC	20,369	$1.07M	0.0%	-1.6%	0.558%
10/11/2023	Vontobel Holding Ltd.	35,237	$1.85M	0.0%	-1.8%	0.965%
9/1/2023	Portside Wealth Group LLC	3,872	$216K	0.0%	N/A	0.106%
8/10/2023	Meitav Investment House Ltd.	3,330	$184K	0.0%	N/A	0.091%
8/3/2023	Bank of New York Mellon Corp	28,114	$1.57M	0.0%	-16.7%	0.654%
8/2/2023	Bank of Montreal Can	51,341	$3.04M	0.0%	N/A	1.194%
8/1/2023	Portside Wealth Group LLC	3,872	$216K	0.0%	N/A	0.090%
7/31/2023	LPL Financial LLC	23,194	$1.30M	0.0%	-1.9%	0.539%
7/31/2023	Courier Capital LLC	263,010	$14.69M	1.2%	+1.2%	6.117%
7/31/2023	Sovereign Financial Group Inc.	9,766	$545K	0.2%	-20.3%	0.227%
7/25/2023	Raymond James & Associates	25,268	$1.41M	0.0%	+0.7%	0.588%
7/19/2023	TFG Advisers LLC	5,111	$285K	0.1%	+4.0%	0.119%
7/18/2023	Stratos Wealth Partners LTD.	6,962	$389K	0.0%	-4.2%	0.162%
7/13/2023	Hedges Asset Management LLC	10,500	$586K	0.5%	+10.5%	0.244%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
7/13/2023	Cambridge Investment Research Advisors Inc.	7,940	$443K	0.0%	-66.8%	0.185%
5/18/2023	Courier Capital LLC	259,970	$15.16M	1.7%	+1.4%	7.535%
5/11/2023	Cambridge Investment Research Advisors Inc.	23,911	$1.39M	0.0%	+246.3%	0.693%
5/11/2023	Wallace Advisory Group LLC	17,760	$1.04M	0.8%	N/A	0.515%
5/9/2023	Mather Group LLC.	3,751	$219K	0.0%	N/A	0.109%
5/4/2023	Sovereign Financial Group Inc.	12,250	$714K	0.3%	-19.1%	0.355%
5/2/2023	Alliance Wealth Advisors LLC UT	13,245	$772K	0.3%	N/A	0.384%
5/2/2023	Financial Planning & Information Services Inc.	14,231	$830K	0.2%	-6.0%	0.412%
5/2/2023	TFG Advisers LLC	4,914	$287K	0.1%	-6.5%	0.142%
4/14/2023	Raymond James & Associates	25,091	$1.46M	0.0%	+1.3%	0.727%
4/12/2023	Matrix Trust Co	666	$39K	0.0%	N/A	0.019%
4/12/2023	Baker Tilly Wealth Management LLC	12,261	$715K	0.1%	N/A	0.355%
4/4/2023	EisnerAmper Wealth Management Corporate Benefits LLC	17,565	$1.02M	0.5%	N/A	0.509%
3/6/2023	Rockefeller Capital Management L.P.	3,574	$195K	0.0%	+8.6%	0.104%
3/6/2023	OLD Mission Capital LLC	56,521	$3.09M	0.1%	N/A	1.638%
2/13/2023	Financial Planning & Information Services Inc.	15,140	$828K	0.2%	-6.7%	0.439%
2/8/2023	Raymond James & Associates	24,781	$1.36M	0.0%	-6.1%	0.718%
2/8/2023	UBS Group AG	126,205	$6.91M	0.0%	-8.4%	3.658%
2/8/2023	Cambridge Investment Research Advisors Inc.	6,904	$378K	0.0%	+4.2%	0.200%
2/7/2023	Commonwealth Equity Services LLC	14,602	$798K	0.0%	-9.2%	0.423%
2/7/2023	LPL Financial LLC	23,790	$1.30M	0.0%	-11.7%	0.690%
2/7/2023	IFP Advisors Inc	455	$32K	0.0%	-41.3%	0.013%
2/6/2023	St. Louis Trust Co	3,970	$217K	0.0%	N/A	0.115%
2/3/2023	U.S. Capital Wealth Advisors LLC	900	$49K	0.0%	N/A	0.026%
2/3/2023	Capital Investment Advisory Services LLC	700	$38K	0.0%	N/A	0.020%
2/2/2023	Simplex Trading LLC	829	$45K	0.0%	N/A	0.024%
2/1/2023	TFG Advisers LLC	5,255	$288K	0.1%	-22.4%	0.152%
1/24/2023	Courier Capital LLC	256,267	$14.02M	1.6%	+3.0%	7.428%
1/19/2023	Conservest Capital Advisors Inc.	15,796	$864K	0.1%	-13.3%	0.458%
1/19/2023	Polaris Wealth Advisory Group LLC	3,639	$210K	0.0%	N/A	0.105%
11/2/2022	Rockefeller Capital Management L.P.	3,291	$148K	0.0%	+11.3%	0.094%
10/25/2022	Financial Planning & Information Services Inc.	16,226	$734K	0.2%	+14.3%	0.464%
10/25/2022	Raymond James & Associates	26,378	$1.19M	0.0%	-17.6%	0.754%
10/24/2022	Stratos Wealth Partners LTD.	7,271	$329K	0.0%	-37.7%	0.208%
10/21/2022	TFG Advisers LLC	6,769	$306K	0.2%	-5.0%	0.193%
10/21/2022	Whittier Trust Co.	2,064	$93K	0.0%	-10.3%	0.059%
10/18/2022	Courier Capital LLC	248,799	$11.26M	1.4%	+8.6%	6.816%
8/13/2022	Flow Traders U.S. LLC	9,965	$550K	0.0%	+7.7%	0.243%
8/11/2022	Motley Fool Wealth Management LLC	208,148	$11.49M	0.7%	-3.3%	5.077%
8/8/2022	Baird Financial Group Inc.	5,607	$310K	0.0%	+4.9%	0.137%
8/5/2022	OLD Mission Capital LLC	49,709	$2.74M	0.1%	+180.8%	1.212%
7/27/2022	Vontobel Holding Ltd.	35,786	$1.98M	0.0%	+2.0%	0.862%
7/22/2022	Stratos Wealth Partners LTD.	11,671	$644K	0.0%	-4.3%	0.281%
7/20/2022	Courier Capital LLC	229,063	$12.64M	1.5%	+1.8%	5.520%
7/20/2022	TFG Advisers LLC	7,128	$393K	0.2%	-10.9%	0.172%
5/4/2022	Motley Fool Wealth Management LLC	215,157	$14.46M	0.7%	-2.5%	5.123%
5/4/2022	Commonwealth Equity Services LLC	16,763	$1.13M	0.0%	+2.0%	0.399%
5/2/2022	HNP Capital LLC	225,104	$15.13M	1.5%	N/A	5.360%
5/2/2022	Migdal Insurance & Financial Holdings Ltd.	2,185	$147K	0.0%	-94.5%	0.052%
4/26/2022	Stratos Wealth Partners LTD.	12,200	$820K	0.0%	-1.6%	0.290%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
4/22/2022	Truist Financial Corp	3,202	$215K	0.0%	-19.0%	0.074%
4/20/2022	TFG Advisers LLC	7,996	$537K	0.2%	-4.2%	0.184%
4/18/2022	Acorn Financial Advisory Services Inc. ADV	4,757	$320K	0.1%	-4.0%	0.109%
4/15/2022	Wealthcare Advisory Partners LLC	3,017	$203K	0.0%	-5.4%	0.069%
2/14/2022	Rockefeller Capital Management L.P.	2,585	$192K	0.0%	+20.5%	0.059%
2/10/2022	Motley Fool Wealth Management LLC	220,608	$16.44M	0.7%	-0.9%	5.071%
2/8/2022	Bank of America Corp DE	74,431	$5.55M	0.0%	+33.4%	1.711%
2/8/2022	Raymond James & Associates	31,769	$2.37M	0.0%	+24.8%	0.730%
2/8/2022	Hedges Asset Management LLC	9,500	$708K	0.6%	N/A	0.218%
2/7/2022	St. Louis Trust Co	3,970	$296K	0.1%	N/A	0.091%

(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 Motley Fool Wealth Management LLC ($11.49M), Jane Street Group LLC ($7.68M), Courier Capital LLC ($6.92M), UBS Group AG ($6.54M), OLD Mission Capital LLC ($3.09M), Bank of Montreal Can ($3.04M), 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 32 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), Jane Street Group LLC ($53.35K), Bank of Montreal Can ($51.34K), Courier Capital LLC ($35.29K), 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 355,416 shares in the last 24 months. This purchase volume represents approximately $19.99M 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 ($148.08K), Bank of New York Mellon Corp ($29.33K), UBS Group AG ($16.27K), Cambridge Investment Research Advisors Inc. ($15.97K), Raymond James & Associates ($9.60K), Sovereign Financial Group Inc. ($7.98K), 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 257,828 shares in the last 24 months. This volume of shares sold represents approximately $14.79M in transactions.