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Disclosery

DFE WISDOMTREE TR

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EUROPE SMCP DV (fund)

61 managers (61 13F filers) reported a position in DFE shares at 2025-03-31, 546,177 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
7
Reduced
20
Sold out
6
Shares held by filers
546,177

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY131,384$8.01M<0.01%-3,72913F-HRTimelineGroup
COURIER CAPITAL LLC74,292$4.53M0.3%-38,62613F-HRTimeline
UBS Group AGin group UBS Group AG55,784$3.4M<0.01%+3,68013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,901$2.92M<0.01%+5,32713F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.34,994$2.13M0.01%-39513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,895$1.4M<0.01%-4,81413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,834$1.21M<0.01%+71813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,912$1.09M<0.01%-25613F-HRTimeline
Prospera Financial Services Inc17,372$1.06M0.02%new13F-HRTimeline
HighTower Advisors, LLC11,286$688K<0.01%new13F-HRTimeline
Hedges Asset Management LLC10,000$610K0.4%013F-HRTimeline
Virtus Family Office LLC9,341$569K0.73%-11013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,948$546K<0.01%-4,85513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,026$489K<0.01%-13,02813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,850$418K<0.01%-19,50713F-HRTimelineGroup
Sovereign Financial Group, Inc.6,648$405K0.09%-95913F-HRTimeline
Financial Perspectives, Inc5,853$357K0.12%+2713F-HRTimeline
Lynx Investment Advisory5,431$331K0.22%-36413F-HRTimeline
LPL Financial LLC5,396$329K<0.01%-14313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,819$294K<0.01%-29,98013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…4,773$291K<0.01%-53113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,693$286K<0.01%new13F-HRTimelineGroup
TFG Advisers LLC3,964$242K0.09%-8513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,875$236K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,798$232K<0.01%+1,27013F-HR/ATimelineGroup
Advisory Services Network, LLC3,380$206K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,700$104K<0.01%-3113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,800$99K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.1,522$92.8K<0.01%+4813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,462$89.1K0.01%new13F-HRTimeline
COMERICA BANK1,210$73.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,134$69.1K<0.01%013F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC1,100$67.1K0.07%new13F-HRTimeline
Continuum Advisory, LLC1,050$64K0.01%-52613F-HRTimeline
TD Waterhouse Canada Inc.1,050$63.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…700$42.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP625$38.6K<0.01%013F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …622$38K<0.01%-11813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/395$24.1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC370$22.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$18K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC270$16.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC254$15.5K<0.01%-16813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$12.2K<0.01%-10013F-HRTimelineGroup
Steward Partners Investment Advisory, L…175$10.7K<0.01%new13F-HRTimeline
MAI Capital Management146$8.91K<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC101$6.16K0.01%013F-HRTimeline
NewEdge Advisors, LLC100$6.1K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.97$5.91K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL95$5.79K<0.01%013F-HRTimeline
Allworth Financial LP83$5.27K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65$3.96K<0.01%013F-HRTimelineGroup
LRI Investments, LLC44$2.68K<0.01%013F-HRTimeline
TSFG, LLC26$2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8$488<0.01%013F-HRTimelineGroup
Luminist Capital LLC8$487<0.01%013F-HRTimeline
Dunhill Financial, LLC7$427<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC5$305<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4$244<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.