DFE Institutional Ownership
WisdomTree Europe SmallCap Dividend Fund
1W: -1.7%
1M: -3.9%
3M: -0.1%
YTD: +2.5%
1Y: +4.5%
3Y: +55.8%
5Y: +20.2%
$73.83
+0.53 (+0.73%)
Weekly Expected Move ±1.9%
$71
$72
$74
$75
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFE
73
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
11
New Positions
17
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (77 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 109,857 | 8M | -2,972 | -2.6% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 92,910 | 7M | +21,858 | +30.8% | 15Q | SEC ↗ |
| 3 | Seven Bridges Advisors LLC NEW | 84,248 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 4 | COURIER CAPITAL LLC | 76,379 | 6M | +1,480 | +2.0% | 38Q | SEC ↗ |
| 5 | UBS Group AG | 48,937 | 4M | -3,058 | -5.9% | 47Q | SEC ↗ |
| 6 | 3EDGE Asset Management, LP | 39,772 | 3M | +32,201 | +425.3% | 4Q | SEC ↗ |
| 7 | Vontobel Holding Ltd. | 34,776 | 3M | — | +0.0% | 20Q | SEC ↗ |
| 8 | FLOW TRADERS U.S. LLC NEW | 34,155 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Virtus Family Office LLC | 28,641 | 2M | +1,339 | +4.9% | 13Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 22,970 | 2M | -1,203 | -5.0% | 22Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 19,713 | 1M | +134 | +0.7% | 7Q | SEC ↗ |
| 12 | Gotham Asset Management, LLC | 15,185 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 13 | LPL Financial LLC | 14,059 | 1M | +267 | +1.9% | 52Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 8,737 | 645K | -1,684 | -16.2% | 54Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 8,211 | 606K | -2,012 | -19.7% | 26Q | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 8,075 | 596K | +53 | +0.7% | 37Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 7,655 | 565K | +153 | +2.0% | 3Q | SEC ↗ |
| 18 | DONALDSON CAPITAL MANAGEMENT, LLC NEW | 7,377 | 545K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Forum Finance Group S.A. | 6,530 | 482K | +4,200 | +180.3% | 2Q | SEC ↗ |
| 20 | Financial Perspectives, Inc | 6,134 | 453K | +99 | +1.6% | 27Q | SEC ↗ |
| 21 | RWA WEALTH PARTNERS, LLC | 5,840 | 431K | — | +0.0% | 5Q | SEC ↗ |
| 22 | Lynx Investment Advisory | 5,714 | 422K | -3,230 | -36.1% | 9Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,473 | 404K | +643 | +13.3% | 2Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 5,440 | 402K | -1,157 | -17.5% | 6Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 5,315 | 392K | +97 | +1.9% | 35Q | SEC ↗ |
| 26 | Hedges Asset Management LLC NEW | 5,000 | 369K | — | +0.0% | 1Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 4,847 | 358K | +233 | +5.0% | 5Q | SEC ↗ |
| 28 | KAVAR CAPITAL PARTNERS GROUP, LLC | 4,308 | 318K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Sovereign Financial Group, Inc. | 4,144 | 306K | -547 | -11.7% | 23Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 4,055 | 299K | -11 | -0.3% | 67Q | SEC ↗ |
| 31 | Stratos Wealth Partners, LTD. | 3,870 | 286K | — | +0.0% | 47Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 3,489 | 258K | -172 | -4.7% | 18Q | SEC ↗ |
| 33 | Advisory Services Network, LLC | 3,380 | 250K | — | +0.0% | 6Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 3,285 | 243K | — | +0.0% | 49Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 2,725 | 201K | — | +0.0% | 1Q | SEC ↗ |
| 36 | ATLAS CAPITAL ADVISORS INC. | 2,664 | 197K | +1,202 | +82.2% | 3Q | SEC ↗ |
| 37 | FIFTH THIRD BANCORP | 2,140 | 158K | — | +0.0% | 2Q | SEC ↗ |
| 38 | JONES FINANCIAL COMPANIES LLLP | 1,731 | 128K | +185 | +12.0% | 7Q | SEC ↗ |
| 39 | SBI Securities Co., Ltd. | 1,667 | 123K | — | +0.0% | 7Q | SEC ↗ |
| 40 | CX Institutional | 1,569 | 116K | -351 | -18.3% | 4Q | SEC ↗ |
| 41 | Dunhill Financial, LLC | 1,350 | 100K | +29 | +2.2% | 11Q | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 1,307 | 96K | — | +0.0% | 4Q | SEC ↗ |
| 43 | PNC Financial Services Group, Inc. | 1,134 | 84K | — | +0.0% | 15Q | SEC ↗ |
| 44 | Front Row Advisors LLC | 1,082 | 80K | — | +0.0% | 5Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV NEW | 741 | 55K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Capital Investment Advisory Services, | 700 | 52K | — | +0.0% | 15Q | SEC ↗ |
| 47 | FMR LLC | 555 | 41K | +199 | +55.9% | 14Q | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 500 | 37K | — | +0.0% | 19Q | SEC ↗ |
| 49 | BANK OF MONTREAL /CAN | 395 | 29K | — | +0.0% | 52Q | SEC ↗ |
| 50 | HARBOR INVESTMENT ADVISORY, LLC | 370 | 27K | — | +0.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Seven Bridges Advisors LLC | 84,248 | 6M |
| FLOW TRADERS U.S. LLC | 34,155 | 3M |
| DONALDSON CAPITAL MANAGEMENT, LLC | 7,377 | 545K |
| Hedges Asset Management LLC | 5,000 | 369K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,725 | 201K |
| MERCER GLOBAL ADVISORS INC /ADV | 741 | 55K |
| Institute for Wealth Management, LL | 343 | 25K |
| Integrated Wealth Concepts LLC | 280 | 21K |
| Ameritas Advisory Services, LLC | 141 | 10K |
| LifeSteps Financial, Inc. | 40 | 3K |
| Luminist Capital LLC | 8 | 1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bank of New York Mellon Corp | 25,876 | 2M |
| CITIGROUP INC | 550 | 41K |
| RMG Wealth Management LLC | 543 | 40K |
| Biltmore Family Office, LLC | 357 | 26K |
| Virginia Estate & Retirement Planni | 162 | 12K |
| MidFirst Bank | 33 | 2K |
| TSFG, LLC | 26 | 2K |
| MAI Capital Management | 5 | 0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| 3EDGE Asset Management, LP | +32,201 | +425.3% | 39,772 |
| BANK OF AMERICA CORP /DE | +21,858 | +30.8% | 92,910 |
| Forum Finance Group S.A. | +4,200 | +180.3% | 6,530 |
| COURIER CAPITAL LLC | +1,480 | +2.0% | 76,379 |
| Virtus Family Office LLC | +1,339 | +4.9% | 28,641 |
| ATLAS CAPITAL ADVISORS INC. | +1,202 | +82.2% | 2,664 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +643 | +13.3% | 5,473 |
| LPL Financial LLC | +267 | +1.9% | 14,059 |
| STIFEL FINANCIAL CORP | +233 | +5.0% | 4,847 |
| FMR LLC | +199 | +55.9% | 555 |
| JONES FINANCIAL COMPANIES LLLP | +185 | +12.0% | 1,731 |
| Kestra Advisory Services, LLC | +153 | +2.0% | 7,655 |
| RAYMOND JAMES FINANCIAL INC | +134 | +0.7% | 19,713 |
| Financial Perspectives, Inc | +99 | +1.6% | 6,134 |
| COMMONWEALTH EQUITY SERVICES, LLC | +97 | +1.9% | 5,315 |
| Baird Financial Group, Inc. | +53 | +0.7% | 8,075 |
| Dunhill Financial, LLC | +29 | +2.2% | 1,350 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lynx Investment Advisory | -3,230 | -36.1% | 5,714 |
| UBS Group AG | -3,058 | -5.9% | 48,937 |
| MORGAN STANLEY | -2,972 | -2.6% | 109,857 |
| OSAIC HOLDINGS, INC. | -2,012 | -19.7% | 8,211 |
| WELLS FARGO & COMPANY/MN | -1,684 | -16.2% | 8,737 |
| JANE STREET GROUP, LLC | -1,203 | -5.0% | 22,970 |
| HighTower Advisors, LLC | -1,157 | -17.5% | 5,440 |
| Sovereign Financial Group, Inc. | -547 | -11.7% | 4,144 |
| CX Institutional | -351 | -18.3% | 1,569 |
| Migdal Insurance & Financial Holdin | -200 | -42.6% | 270 |
| Cambridge Investment Research Advis | -172 | -4.7% | 3,489 |
| ROYAL BANK OF CANADA | -11 | -0.3% | 4,055 |