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Disclosery

DFE WISDOMTREE TR

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EUROPE SMCP DV (fund)

63 managers (63 13F filers) reported a position in DFE shares at 2026-03-31, 605,549 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
63
13F filers
63
New
4
Added
17
Reduced
11
Sold out
5
Shares held by filers
605,549

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY112,829$8.09M<0.01%-1,61713F-HRTimelineGroup
COURIER CAPITAL LLC74,899$5.37M0.3%+73313F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,052$5.1M<0.01%+16,44613F-HRTimelineGroup
UBS Group AGin group UBS Group AG51,995$3.73M<0.01%-2,07213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.34,776$2.49M0.01%-20013F-HRTimelineGroup
Virtus Family Office LLC27,302$1.96M1.67%+74213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,876$1.86M<0.01%+18,00013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,173$1.73M<0.01%+6,52313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,579$1.4M<0.01%-6513F-HRTimelineGroup
Gotham Asset Management, LLC15,185$1.09M<0.01%013F-HRTimeline
LPL Financial LLC13,792$989K<0.01%+19213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,421$748K<0.01%+60913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,223$733K<0.01%+3,39113F-HRTimelineGroup
Lynx Investment Advisory8,944$642K0.31%+3,35613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,022$575K<0.01%-2913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,502$538K<0.01%+6,75013F-HRTimelineGroup
3EDGE Asset Management, LP7,571$526K0.03%-31,22113F-HRTimeline
HighTower Advisors, LLC6,597$473K<0.01%-6413F-HRTimeline
Financial Perspectives, Inc6,035$433K0.12%+213F-HRTimeline
RWA WEALTH PARTNERS, LLC5,840$419K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,218$374K<0.01%-7,11013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,830$346K<0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.4,691$336K0.06%-1,33613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,614$331K<0.01%+11113F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC4,308$309K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,066$292K<0.01%+2513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,870$278K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,661$263K<0.01%013F-HRTimeline
Advisory Services Network, LLC3,380$242K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,285$228K<0.01%013F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,140$154K<0.01%new13F-HRTimelineGroup
CX Institutional1,920$138K<0.01%+113F-HRTimeline
Forum Finance Group S.A.2,330$135K0.07%13F-HRTimeline
SBI Securities Co., Ltd.1,667$120K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,546$107K<0.01%+4013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,462$105K0.01%013F-HRTimeline
Dunhill Financial, LLC1,321$94.8K0.02%-413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,307$93.8K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,134$81.3K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,082$77.6K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…700$50.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC550$39.5K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.500$36.3K<0.01%-42513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …470$33.7K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/395$28.3K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC370$26.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC356$25.5K<0.01%+21413F-HRTimelineGroup
CWM, LLCin group CWM, LLC300$21.5K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC270$19.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$14.3K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC176$12.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…175$12.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$7.17K<0.01%013F-HR/ATimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.97$6.96K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL95$6.82K<0.01%013F-HRTimeline
Allworth Financial LP83$5.95K<0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…162$5.82K0.01%13F-HRTimeline
LRI Investments, LLC44$3.16K<0.01%013F-HRTimeline
TSFG, LLC26$2K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC18$1.29K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\8$574<0.01%013F-HRTimelineGroup
MAI Capital Management5$359<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4$290<0.01%013F-HRTimeline