Who Owns WisdomTree Europe SmallCap Dividend Fund (DFE)?Hedge Fund & Institutional Holders

$72.10+1.07 (+1.51%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.3270003878000295e+166T

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$54.53$60.40$66.26$72.13$77.99Sep 24Jun 25Mar 26

DFE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COURIER CAPITAL LLCNew Position+74K+$5.3B
BANK OF AMERICA CORP /DE/Increased+3K+$3.0B
3EDGE Asset Management, LPNew Position+39K+$2.8B
Financial Perspectives, IncNew Position+6K+$433.0M
Sovereign Financial Group, Inc.New Position+6K+$432.0M
Lynx Investment AdvisoryNew Position+6K+$401.0M
SBI Securities Co., Ltd.New Position+2K+$119.0M
ATLAS CAPITAL ADVISORS INC.New Position+1K+$105.0M
Dunhill Financial, LLCIncreased+1K+$94.5M
Capital Investment Advisory Services, LLCNew Position+700+$50.0M
RMG Wealth Management LLCNew Position+543+$29.0M
Cherry Tree Wealth Management, LLCNew Position+176+$12.0M
LRI Investments, LLCNew Position+44+$3.0M
Virtus Family Office LLCNew Position+27K+$1.9M
Lodestone Wealth Management LLCNew Position+18+$1.0M

DFE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$1.5B
JANE STREET GROUP, LLCDecreased-2K-$1.4B
HighTower Advisors, LLCDecreased-4K-$742.7M
RWA WEALTH PARTNERS, LLCDecreased-800-$467.6M
RAYMOND JAMES FINANCIAL INCDecreased-103-$390.5M
Stratos Wealth Partners, LTD.Decreased-755-$47.7M
Steward Partners Investment Advisory, LLCDecreased-50-$15.8M
UBS Group AGDecreased-1K-$15.3M
MAI Capital ManagementDecreased-129-$9.4M
MORGAN STANLEYDecreased-35K-$2.5M
Cambridge Investment Research Advisors, Inc.Decreased-127-$267K
Corient Private Wealth LLCClosed Position-3K-$220K
FMR LLCDecreased-43-$12K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COURIER CAPITAL LLC74,166$5.3B0.30%Share
2UBS Group AG53,995$3.9B0.63%Share
3BANK OF AMERICA CORP /DE/47,458$3.0B0.22%Share
43EDGE Asset Management, LP38,792$2.8B0.15%Share
5Vontobel Holding Ltd.34,976$2.0B6.30%Share
6Gotham Asset Management, LLC15,185$1.0B3.65%Share
7RAYMOND JAMES FINANCIAL INC19,161$1.0B0.31%Share
8Financial Perspectives, Inc6,033$433.0M0.12%Share
9Sovereign Financial Group, Inc.6,027$432.0M0.07%Share
10Lynx Investment Advisory5,588$401.0M0.22%Share
11Hedges Asset Management LLC5,000$359.0M0.25%Share
12Stratos Wealth Partners, LTD.3,870$278.0M3.14%Share
13SBI Securities Co., Ltd.1,666$119.0M0.00%Share
14ATLAS CAPITAL ADVISORS INC.1,462$105.0M0.01%Share
15Dunhill Financial, LLC1,325$95.0M0.02%Share
16Front Row Advisors LLC1,082$77.0M0.03%Share
17COMERICA BANK1,026$73.0M0.29%Share
18Capital Investment Advisory Services, LLC700$50.0M0.00%Share
19RMG Wealth Management LLC543$29.0M0.00%Share
20Cherry Tree Wealth Management, LLC176$12.0M0.00%Share
21MORGAN STANLEY114,446$8.0M0.00%Share
22UBS Group AG72$5.0M0.00%Share
23LRI Investments, LLC44$3.0M0.00%Share
24Virtus Family Office LLC26,560$1.9M1.64%Share
25JANE STREET GROUP, LLC17,650$1.0M0.00%Share
26Lodestone Wealth Management LLC18$1.0M0.00%Share
27CX Institutional1,919$138K0.00%Share
28TD Waterhouse Canada Inc.925$66K0.00%Share
29Migdal Insurance & Financial Holdings Ltd.470$34K0.00%Share
30HARBOR INVESTMENT ADVISORY, LLC370$26K0.00%Share
31Biltmore Family Office, LLC357$25K0.00%Share
32CWM, LLC300$22K0.00%Share
33CONSULTIVA WEALTH MANAGEMENT, CORP.97$6K0.02%Share
34Allworth Financial LP83$5K0.00%Share
35FLOW TRADERS U.S. LLC72,143$5K0.16%Share
36TSFG, LLC26$2K0.00%Share
37OSAIC HOLDINGS, INC.6,742$00.00%Share
38WELLS FARGO & COMPANY/MN2,131$00.00%Share
39WELLS FARGO & COMPANY/MN7,681$00.00%Share
40ROYAL BANK OF CANADA3,620$00.00%Share
41ROYAL BANK OF CANADA421$00.00%Share
42BLAIR WILLIAM & CO/IL95$00.00%Share
43PNC FINANCIAL SERVICES GROUP, INC.567$00.00%Share
44PNC FINANCIAL SERVICES GROUP, INC.567$00.00%Share
45BANK OF MONTREAL /CAN/395$00.00%Share
46Bank of New York Mellon Corp7,874$00.00%Share
47Farther Finance Advisors, LLC4$00.00%Share
48LPL Financial LLC13,600$00.00%Share
49RWA WEALTH PARTNERS, LLC5,840$00.00%Share
50Kestra Advisory Services, LLC752$00.00%Share

DFE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$21.5B+22
Q3 202542$17.1B-18
Q2 202560$32.8B+1
Q1 202559$32.6B+8
Q4 202451$23.4B+10
Q3 202441$2.6T-6
Q2 202447$2.0T+2
Q1 202445$921.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DFE (WisdomTree Europe SmallCap Dividend Fund). The largest holder is COURIER CAPITAL LLC with $5.3B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFE?

As of Q4 2025, 50 institutional investors report holding DFE (WisdomTree Europe SmallCap Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DFE?

The largest institutional holder of DFE is COURIER CAPITAL LLC with $5.3B in shares.

Is institutional ownership of DFE increasing or decreasing?

This quarter, 13 institutions opened new positions in DFE and 2 closed their positions.