Vault-13

WISDOMTREE TR DFE

EUROPE SMCP DV · ETP · CUSIP 97717W869

68 institutional holders +7 vs Q1 2025
625,500625.5k shares reported held*
$43.9mreported value*
11 new 11 added 17 reduced 4 sold out net bought ≈ $5.6m (+79.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $70.11.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 66Q4 22: 66Q1 23: 74Q2 23: 65Q3 23: 63Q4 23: 62Q1 24: 64Q2 24: 66Q3 24: 58Q4 24: 59Q1 25: 61Q2 25: 6868Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202266
Q4 202266
Q1 202374
Q2 202365
Q3 202363
Q4 202362
Q1 202464
Q2 202466
Q3 202458
Q4 202459
Q1 202561
Q2 202568

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 16 bought or addedQ3 23: 28 cut or sold outQ4 23: 21 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 21 cut or sold outQ2 24: 18 bought or addedQ2 24: 25 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 24 cut or sold outQ4 24: 15 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 26 cut or sold outQ2 25: 22 bought or addedQ2 25: 21 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231628
Q4 20232126
Q1 20241621
Q2 20241825
Q3 20241624
Q4 20241519
Q1 20251526
Q2 20252221

Biggest buyers

JANE STREET GROUP, LLC Added +49,684+49.7k
Eldridge Investment Advisors, Inc. New +21,925+21.9k
CITADEL ADVISORS LLC New +12,311+12.3k
FLOW TRADERS U.S. LLC New +10,664+10.7k
LPL Financial LLC Added +9,619+9.6k
Gotham Asset Management, LLC New +8,194+8.2k
Virtus Family Office LLC Added +6,672+6.7k
RWA WEALTH PARTNERS, LLC New +5,000+5.0k
STIFEL FINANCIAL CORP New +3,944+3.9k
ROYAL BANK OF CANADA Added +3,388+3.4k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -18,420-18.4k
Prospera Financial Services Inc Sold out -17,372-17.4k
MORGAN STANLEY Reduced -12,916-12.9k
Hedges Asset Management LLC Reduced -5,000-5.0k
OSAIC HOLDINGS, INC. Reduced -1,542-1.5k
Continuum Advisory, LLC Sold out -1,050-1.1k
UBS Group AG Reduced -1,002-1.0k
Cambridge Investment Research Advisors, Inc. Reduced -985-985
HighTower Advisors, LLC Reduced -873-873
COURIER CAPITAL LLC Reduced -785-785

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 118,468118.5k $8.3m $8.3m 0.00% Reduced -12.9k -12,916
2 COURIER CAPITAL LLC 0.31% of their portfolio BUFFALO, NY 73,50773.5k $5.2m $5.2m 0.31% Reduced -785 -785
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 54,78254.8k $3.8m $3.8m 0.00% Reduced -1.0k -1,002
4 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 54,50354.5k $3.8m $3.8m 0.01% Added +49.7k +49,684
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 51,22051.2k $3.6m $3.6m 0.00% Added +3.3k +3,319
6 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 34,95135.0k $2.5m $2.5m 0.01% Reduced -43 -43
7 Eldridge Investment Advisors, Inc. 0.32% of their portfolio MANCHESTER, NH 21,92521.9k $1.5m $1.5m 0.32% New
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,92219.9k $1.4m $1.4m 0.00% Added +88 +88
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,80117.8k $1.2m $1.2m 0.00% Reduced -111 -111
10 Virtus Family Office LLC 1.44% of their portfolio EL PASO, TX 16,01316.0k $1.1m $1.1m 1.44% Added +6.7k +6,672
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,01515.0k $1.1m $1.1m 0.00% Added +9.6k +9,619
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,31112.3k $863.3k $863.3k 0.00% New
13 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 10,66410.7k $748.0k $748.0k 0.03% New
14 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,41310.4k $730.2k $730.2k 0.00% Reduced -873 -873
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,9989.0k $631.0k $631.0k 0.00% Added +50 +50
16 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 8,1948.2k $574.6k $574.6k 0.00% New
17 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,0268.0k $562.8k $562.8k 0.00% Unchanged
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,1867.2k $504.0k $504.0k 0.00% Added +3.4k +3,388
19 Sovereign Financial Group, Inc. 0.10% of their portfolio STAMFORD, CT 6,5986.6k $462.7k $462.7k 0.10% Reduced -50 -50
20 Financial Perspectives, Inc 0.13% of their portfolio MINNEAPOLIS, MN 5,9495.9k $417.1k $417.1k 0.13% Added +96 +96
21 Lynx Investment Advisory 0.25% of their portfolio WASHINGTON, DC, DC 5,5525.6k $389.3k $389.3k 0.25% Added +121 +121
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,3085.3k $372.1k $372.1k 0.00% Reduced -1.5k -1,542
23 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 5,0005.0k $350.6k $350.6k 0.00% New
24 Hedges Asset Management LLC 0.28% of their portfolio RENO, NV 5,0005.0k $350.6k $350.6k 0.28% Reduced -5.0k -5,000
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,5454.5k $318.7k $318.7k 0.00% Reduced -148 -148
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,4754.5k $313.8k $313.8k 0.00% Reduced -18.4k -18,420
27 TFG Advisers LLC 0.10% of their portfolio Auburn Hills, MI 4,1644.2k $292.0k $292.0k 0.10% Added +200 +200
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,9443.9k $276.6k $276.6k 0.00% New
29 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 3,8753.9k $271.7k $271.7k 0.00% Unchanged
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,7883.8k $266.0k $266.0k 0.00% Reduced -985 -985
31 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,3803.4k $233.6k $233.6k 0.00% Unchanged
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,9973.0k $210.2k $210.2k 0.00% New
33 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,8001.8k $126.2k $126.2k 0.00% Unchanged
34 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,5041.5k $105.5k $105.5k 0.00% Reduced -18 -18
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5001.5k $105.2k $105.2k 0.00% Reduced -200 -200
36 ATLAS CAPITAL ADVISORS INC. 0.01% of their portfolio JACKSON, WY 1,4621.5k $102.5k $102.5k 0.01% Unchanged
37 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1341.1k $79.5k $79.5k 0.00% Unchanged
38 GARRISON BRADFORD & ASSOCIATES INC 0.09% of their portfolio NEW YORK, NY 1,1001.1k $77.1k $77.1k 0.09% Unchanged
39 Front Row Advisors LLC 0.03% of their portfolio TIBURON, CA 1,0821.1k $75.9k $75.9k 0.03% New
40 Migdal Insurance & Financial Holdings Ltd. 0.00% of their portfolio Petach Tikva, L3 1,0801.1k $76.0k $76.0k 0.00% Added +458 +458
41 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,0501.1k $73.3k $73.3k 0.00% Unchanged
42 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0261.0k $71.9k $71.9k 0.00% Reduced -184 -184
43 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 700700 $49.1k $49.1k 0.00% Unchanged
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 625625 $43.7k $43.7k 0.00% Unchanged
45 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 395395 $27.7k $27.7k 0.00% Unchanged
46 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 370370 $25.9k $25.9k 0.00% Unchanged
47 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 360360 $20.4k $20.4k 0.00% New
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 300300 $21.0k $21.0k 0.00% Unchanged
49 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 270270 $19.0k $19.0k 0.00% Unchanged
50 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 200200 $14.0k $14.0k 0.00% Unchanged
51 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 175175 $12.3k $12.3k 0.00% Unchanged
52 FMR LLC 0.00% of their portfolio BOSTON, MA 141141 $9.9k $9.9k 0.00% Reduced -113 -113
53 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 141141 $9.9k $9.9k 0.00% New
54 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 133133 $9.3k $9.3k 0.00% Reduced -13 -13
55 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 100100 $7.0k $7.0k 0.00% Unchanged
56 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.02% of their portfolio SAN JUAN, PR 9797 $6.8k $6.8k 0.02% Unchanged
57 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 9595 $6.7k $6.7k 0.00% Unchanged
58 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8383 $5.8k $5.8k 0.00% Unchanged
59 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 4444 $3.1k $3.1k 0.00% Unchanged
60 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 2626 $2.0k $2.0k 0.00% Unchanged
61 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 88 $561 $561 0.00% Unchanged
62 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 88 $560 $560 0.00% Unchanged
63 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 77 $490 $490 0.00% Unchanged
64 Lowe Wealth Advisors, LLC 0.00% of their portfolio COLUMBIA, MD 55 $351 $351 0.00% Unchanged
65 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 44 $280 $280 0.00% Unchanged
66 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 11 $70 $70 0.00% New
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
68 Cedar Mountain Advisors, LLC 0.00% of their portfolio LAKE OSWEGO, OR 00 $0 $0 0.00% Unchanged