Vault-13

WISDOMTREE TR DFE

EUROPE SMCP DV · ETP · CUSIP 97717W869

66 institutional holders +3 vs Q1 2026
764,035764.0k shares reported held*
$54.9mreported value*
8 new 18 added 11 reduced 5 sold out net bought ≈ $5.0m (+69.7k 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 ≈ $71.86.

Trends to Q2 2026

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: 68Q3 25: 61Q4 25: 65Q1 26: 63Q2 26: 6666Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202561
Q4 202565
Q1 202663
Q2 202666

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 25 bought or addedQ3 25: 20 cut or sold outQ4 25: 20 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 16 cut or sold outQ2 26: 26 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241624
Q4 20241519
Q1 20251526
Q2 20252221
Q3 20252520
Q4 20252020
Q1 20262116
Q2 20262616

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $345.1kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $344.8kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$345.1k$00.00
Q4 2025$344.8k$00.00
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

FLOW TRADERS U.S. LLC New +34,155+34.2k
3EDGE Asset Management, LP Added +32,201+32.2k
BANK OF AMERICA CORP /DE/ Added +21,858+21.9k
DONALDSON CAPITAL MANAGEMENT, LLC New +7,377+7.4k
Forum Finance Group S.A. Added +4,200+4.2k
Cambridge Investment Research Advisors, Inc. Added +3,317+3.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +2,725+2.7k
COURIER CAPITAL LLC Added +1,480+1.5k
Virtus Family Office LLC Added +1,339+1.3k
ATLAS CAPITAL ADVISORS INC. Added +1,202+1.2k

Biggest sellers

Bank of New York Mellon Corp Sold out -25,876-25.9k
Lynx Investment Advisory Reduced -3,230-3.2k
UBS Group AG Reduced -3,058-3.1k
MORGAN STANLEY Reduced -2,972-3.0k
OSAIC HOLDINGS, INC. Reduced -2,012-2.0k
WELLS FARGO & COMPANY/MN Reduced -1,684-1.7k
JANE STREET GROUP, LLC Reduced -1,203-1.2k
HighTower Advisors, LLC Reduced -1,157-1.2k
CITIGROUP INC Sold out -550-550
Sovereign Financial Group, Inc. Reduced -547-547

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 109,857109.9k $7.9m $7.9m 0.00% Reduced -3.0k -2,972
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 92,91092.9k $6.7m $6.7m 0.00% Added +21.9k +21,858
3 Seven Bridges Advisors LLC 2.92% of their portfolio NEW YORK, NY 84,24884.2k $6.1m $6.1m 2.92% First filing
4 COURIER CAPITAL LLC 0.27% of their portfolio BUFFALO, NY 76,37976.4k $5.5m $5.5m 0.27% Added +1.5k +1,480
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 48,93748.9k $3.5m $3.5m 0.00% Reduced -3.1k -3,058
6 3EDGE Asset Management, LP 0.13% of their portfolio Naples, FL 39,77239.8k $2.9m $2.9m 0.13% Added +32.2k +32,201
7 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 34,77634.8k $2.5m $2.5m 0.01% Unchanged
8 FLOW TRADERS U.S. LLC 0.10% of their portfolio NEW YORK, NY 34,15534.2k $2.5m $2.5m 0.10% New
9 Virtus Family Office LLC 1.63% of their portfolio EL PASO, TX 28,64128.6k $2.1m $2.1m 1.63% Added +1.3k +1,339
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,97023.0k $1.7m $1.7m 0.00% Reduced -1.2k -1,203
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,71319.7k $1.4m $1.4m 0.00% Added +134 +134
12 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 15,18515.2k $1.1m $1.1m 0.00% Unchanged
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,05914.1k $1.0m $1.0m 0.00% Added +267 +267
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,7378.7k $628.8k $628.8k 0.00% Reduced -1.7k -1,684
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,2118.2k $590.8k $590.8k 0.00% Reduced -2.0k -2,012
16 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,0758.1k $581.2k $581.2k 0.00% Added +53 +53
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,6557.7k $550.9k $550.9k 0.00% Added +153 +153
18 DONALDSON CAPITAL MANAGEMENT, LLC 0.02% of their portfolio EVANSVILLE, IN 7,3777.4k $530.9k $530.9k 0.02% New
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,9787.0k $502.0k $502.0k 0.00% Added +3.3k +3,317
20 Forum Finance Group S.A. 0.14% of their portfolio GENEVA, V8 6,5306.5k $380.0k $380.0k 0.14% Added +4.2k +4,200
21 Financial Perspectives, Inc 0.11% of their portfolio MINNEAPOLIS, MN 6,1346.1k $441.4k $441.4k 0.11% Added +99 +99
22 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 5,8405.8k $420.3k $420.3k 0.00% Unchanged
23 Lynx Investment Advisory 0.13% of their portfolio WASHINGTON, DC, DC 5,7145.7k $411.3k $411.3k 0.13% Reduced -3.2k -3,230
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,4735.5k $393.9k $393.9k 0.00% Added +643 +643
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,4405.4k $391.5k $391.5k 0.00% Reduced -1.2k -1,157
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,3155.3k $382.5k $382.5k 0.00% Added +97 +97
27 Hedges Asset Management LLC 0.24% of their portfolio RENO, NV 5,0005.0k $359.9k $359.9k 0.24% First filing
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,8474.8k $348.9k $348.9k 0.00% Added +233 +233
29 KAVAR CAPITAL PARTNERS GROUP, LLC 0.04% of their portfolio LEAWOOD, KS 4,3084.3k $310.0k $310.0k 0.04% Unchanged
30 Sovereign Financial Group, Inc. 0.05% of their portfolio STAMFORD, CT 4,1444.1k $298.2k $298.2k 0.05% Reduced -547 -547
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,0554.1k $292.0k $292.0k 0.00% Reduced -11 -11
32 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 3,8703.9k $278.5k $278.5k 0.00% Unchanged
33 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,3803.4k $243.3k $243.3k 0.00% Unchanged
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,2853.3k $236.2k $236.2k 0.00% Unchanged
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,7252.7k $200.1k $200.1k 0.00% New
36 ATLAS CAPITAL ADVISORS INC. 0.02% of their portfolio JACKSON, WY 2,6642.7k $191.7k $191.7k 0.02% Added +1.2k +1,202
37 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,1402.1k $154.0k $154.0k 0.00% Unchanged
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,7311.7k $123.2k $123.2k 0.00% Added +185 +185
39 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,6671.7k $120.0k $120.0k 0.00% Unchanged
40 CX Institutional 0.00% of their portfolio AUBURN, IN 1,5691.6k $113.0k $113.0k 0.00% Reduced -351 -351
41 Dunhill Financial, LLC 0.02% of their portfolio LONDON, X0 1,3501.4k $97.2k $97.2k 0.02% Added +29 +29
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,3071.3k $94.1k $94.1k 0.00% Unchanged
43 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1341.1k $81.6k $81.6k 0.00% Unchanged
44 Front Row Advisors LLC 0.02% of their portfolio TIBURON, CA 1,0821.1k $82.9k $82.9k 0.02% Unchanged
45 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 700700 $50.4k $50.4k 0.00% Unchanged
46 FMR LLC 0.00% of their portfolio BOSTON, MA 555555 $40.0k $40.0k 0.00% Added +199 +199
47 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 500500 $36.0k $36.0k 0.00% Unchanged
48 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 395395 $28.4k $28.4k 0.00% Unchanged
49 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 370370 $26.6k $26.6k 0.00% Unchanged
50 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 343343 $24.7k $24.7k 0.00% New
51 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 280280 $20.2k $20.2k 0.00% New
52 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 270270 $19.5k $19.5k 0.00% Unchanged
53 Migdal Insurance & Financial Holdings Ltd. 0.00% of their portfolio Petach Tikva, L3 270270 $19.4k $19.4k 0.00% Reduced -200 -200
54 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 200200 $14.4k $14.4k 0.00% Unchanged
55 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 175175 $12.6k $12.6k 0.00% Unchanged
56 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 141141 $10.1k $10.1k 0.00% New
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 100100 $7.2k $7.2k 0.00% Unchanged
58 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.02% of their portfolio SAN JUAN, PR 9797 $7.0k $7.0k 0.02% Unchanged
59 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 9595 $6.8k $6.8k 0.00% Unchanged
60 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8383 $6.0k $6.0k 0.00% Unchanged
61 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 4444 $3.2k $3.2k 0.00% Unchanged
62 LifeSteps Financial, Inc. 0.00% of their portfolio CLAREMONT, CA 4040 $2.9k $2.9k 0.00% New
63 Lodestone Wealth Management LLC 0.00% of their portfolio SPOKANE, WA 1818 $1.3k $1.3k 0.00% Unchanged
64 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 88 $576 $576 0.00% Unchanged
65 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 88 $576 $576 0.00% New
66 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 44 $288 $288 0.00% Unchanged