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Disclosery

DFE WISDOMTREE TR

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EUROPE SMCP DV (fund)

59 managers (59 13F filers) reported a position in DFE shares at 2024-12-31, 704,622 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
59
13F filers
59
New
3
Added
12
Reduced
16
Sold out
3
Shares held by filers
704,622

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY135,113$7.64M<0.01%-11,93613F-HR/ATimelineGroup
COURIER CAPITAL LLC112,918$6.39M0.44%-3,06613F-HRTimeline
FLOW TRADERS U.S. LLC69,615$3.94M0.16%+44,84613F-HRTimeline
UBS Group AGin group UBS Group AG52,104$2.95M<0.01%+17313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,574$2.41M<0.01%+1,59513F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.35,389$2M0.01%+5913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,799$1.97M<0.01%+82413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,709$1.57M<0.01%+89113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,357$1.49M<0.01%+1,04013F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,054$1.19M<0.01%+1,36513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,116$1.08M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,168$1.03M<0.01%-47713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,803$781K<0.01%+3,22813F-HRTimelineGroup
Conservest Capital Advisors, Inc.12,579$712K0.07%-41213F-HRTimeline
Hedges Asset Management LLC10,000$566K0.37%013F-HRTimeline
Virtus Family Office LLC9,451$536K0.67%-4,94013F-HRTimeline
Sovereign Financial Group, Inc.7,607$430K0.1%-53413F-HRTimeline
Financial Perspectives, Inc5,826$330K0.11%+5013F-HRTimeline
Lynx Investment Advisory5,795$328K0.22%-1,16013F-HRTimeline
LPL Financial LLC5,539$313K<0.01%-18713F-HRTimeline
Cambridge Investment Research Advisors,…5,304$300K<0.01%-64113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,098$232K<0.01%new13F-HRTimelineGroup
TFG Advisers LLC4,049$229K0.08%+4013F-HRTimeline
St. Louis Trust Co3,970$225K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,875$219K<0.01%-1,40113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,528$143K<0.01%-41313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,800$100K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,731$97.9K<0.01%-3513F-HRTimelineGroup
Continuum Advisory, LLC1,576$89.2K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,474$83.4K<0.01%13F-HRTimeline
COMERICA BANK1,210$68.5K<0.01%-24513F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,134$64.2K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,050$59.3K<0.01%-2513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …740$42K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…700$39.6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP625$35.4K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC422$23.9K<0.01%+4813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/395$22.3K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC370$20.9K<0.01%-75013F-HRTimeline
Sunbelt Securities, Inc.360$20.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$17K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$17K<0.01%-32513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC270$15.3K<0.01%013F-HRTimeline
MAI Capital Management145$8.22K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…134$7.58K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC101$5.71K0.01%13F-HRTimeline
NewEdge Advisors, LLC100$5.66K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL95$5.38K<0.01%013F-HRTimeline
Allworth Financial LP83$4.72K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65$3.68K<0.01%013F-HRTimelineGroup
LRI Investments, LLC44$2.49K<0.01%013F-HRTimeline
TSFG, LLC26$1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8$453<0.01%013F-HRTimelineGroup
Luminist Capital LLC8$453<0.01%13F-HRTimeline
Dunhill Financial, LLC7$396<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC5$283<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4$226<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Cedar Mountain Advisors, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.