DFE institutional holders

WisdomTree Europe SmallCap Dividend Fund · 71 reporting institutions · $51.7M reported value

Institutional holdings

Institutions reporting DFE, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$7.9M23,1852026-06-30
Bank of America Corp /de$6.7M02026-06-30
Seven Bridges Advisors LLC$6.1M02026-06-30
Courier Capital LLC$5.5M142026-06-30
UBS Group AG$3.5M02026-06-30
3edge Asset Management, LP$2.9M152026-06-30
Vontobel Holding Ltd.$2.5M02026-06-30
Virtus Family Office LLC$2.1M22026-06-30
Jane Street Group, LLC$1.7M02026-06-30
Raymond James Financial Inc$1.4M02026-06-30
Gotham Asset Management, LLC$1.1M52026-06-30
Lpl Financial LLC$1M23,4582026-06-30
Wells Fargo & Company/mn$628.8K02026-06-30
Osaic Holdings, Inc.$590.8K02026-06-30
Baird Financial Group, Inc.$581.2K02026-06-30
Kestra Advisory Services, LLC$550.9K1,4792026-06-30
Donaldson Capital Management, LLC$530.9K02026-06-30
Financial Perspectives, Inc$441.4K152026-06-30
Rwa Wealth Partners, LLC$420.3K722026-06-30
Lynx Investment Advisory$411.3K112026-06-30
Susquehanna International Group, LLP$393.9K02026-06-30
Hightower Advisors, LLC$391.5K1,0462026-06-30
Commonwealth Equity Services, LLC$382.5K2,8632026-06-30
Hedges Asset Management LLC$359.9K02026-06-30
Stifel Financial Corp$348.9K02026-06-30
Kavar Capital Partners Group, LLC$310K42026-06-30
Sovereign Financial Group, Inc.$298.2K232026-06-30
Royal Bank of Canada$292K02026-06-30
Stratos Wealth Partners, Ltd.$278.5K3862026-06-30
Advisory Services Network$243.3K2532026-06-30
Jpmorgan Chase & Co$236.2K02026-06-30
Wealth Enhancement Advisory Services, LLC$200.1K1,0262026-06-30
Atlas Capital Advisors Inc.$191.7K82026-06-30
Fifth Third Bancorp$154K02026-06-30
CIBC Private Wealth Group LLC$129.3K02025-12-31
Jones Financial Companies LLLP$123.2K02026-06-30
Sbi Securities Co., Ltd.$120K02026-06-30
Dunhill Financial, LLC$97.2K122026-06-30
Rockefeller Capital Management LP$94.1K3462026-06-30
Front Row Advisors LLC$82.9K72026-06-30
PNC Financial Services Group, Inc.$81.6K02026-06-30
Comerica Bank$73.7K02025-12-31
Capital Investment Advisory Services, LLC$50.4K1032026-06-30
Fmr LLC$40K02026-06-30
TD Waterhouse Canada Inc.$36K02026-06-30
Bank of Montreal /can$28.4K02026-06-30
Harbor Investment Advisory, LLC$26.6K312026-06-30
Institute for Wealth Management, Llc.$24.7K132026-06-30
Cwm, LLC$21.5K6672026-03-31
Integrated Wealth Concepts LLC$20.2K4802026-06-30
Rothschild Investment LLC$19.5K182026-06-30
Migdal Insurance & Financial Holdings Ltd.$19.4K02026-06-30
National Bank of Canada /fi$14.4K02026-06-30
Cherry Tree Wealth Management, LLC$12.6K92026-03-31
Steward Partners Investment Advisory, LLC$12.6K4812026-06-30
Ameritas Advisory Services, LLC$10.1K5502026-06-30
Newedge Advisors$7.2K6012026-06-30
Consultiva Wealth Management, Corp.$7K112026-06-30
Blair William & Co/il$6.8K3292026-06-30
Allworth Financial, LP$6K3172026-06-30
Lri Investments, LLC$3.2K252026-06-30
Lifesteps Financial$2.9K72026-06-30
Flow Traders U.S. LLC$2.5K02026-06-30
Lodestone Wealth Management LLC$1.3K32026-06-30
US Bancorp$57602026-06-30
Luminist Capital LLC$57652026-06-30
Forum Finance Group S.A.$38012026-06-30
Lowe Wealth Advisors, LLC$35202025-09-30
Farther Finance Advisors, LLC$2883342026-06-30
Cambridge Investment Research Advisors, Inc.$2633,9402026-03-31
Cx Institutional$113802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30