Wisdomtree Eur S/C DividendDFEETF
13F holders, Q2 2024 (June 30)63holders +2
6new positions
5sold out
1famous investor
$59.59avg. 13F price*
At the end of Q2 2024, 63 institutions reported holding Wisdomtree Eur S/C Dividend (DFE) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($9.1M), Courier Capital LLC ($6.9M) and UBS Group AG ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Eur S/C Dividend
- CUSIP
- 97717W869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.5M |
| Exits | 5 | $20K |
All 13F filers, Q1 2024 → Q2 2024: 86,078 shares bought and 305,068 shares sold, net −218,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Reduce -2.6% | 152,020 | $9.1M |
| Courier Capital LLC | 0.55% | Reduce -43.5% | 116,170 | $6.9M |
| UBS Group AG | 0.00% | Reduce -53.3% | 51,306 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 47,475 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 36,691 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | Add +0.0% | 35,330 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -79.2% | 26,675 | $1.6M |
| Citadel Advisors | 0.00% | New | 24,139 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.1% | 23,815 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -7.9% | 21,986 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 21,842 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 18,402 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +20.7% | 17,469 | $1.0M |
| Virtus Family Office LLC | 1.17% | Add +27.8% | 14,411 | $859K |
| Wells Fargo & Company | 0.00% | Add +2.0% | 14,405 | $858K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -1.4% | 12,816 | $766K |
| Financial Planning & Information Services, Inc. | 0.11% | Reduce -17.3% | 11,933 | $711K |
| Hedges Asset Management LLC | 0.43% | No change | 10,000 | $596K |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 9,428 | $562K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -0.4% | 8,862 | $528K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 6,989 | $416K |
| Lynx Investment Advisory | 0.30% | — | 6,907 | $412K |
| Flow Traders U.S. LLC | 0.02% | Reduce -80.2% | 6,823 | $407K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.7% | 6,560 | $391K |
| LPL Financial LLC | 0.00% | Reduce -13.9% | 6,124 | $365K |
| Bank of New York Mellon Corp | 0.00% | Add +52.1% | 5,978 | $356K |
| Financial Perspectives, Inc | 0.13% | Add +1.6% | 5,747 | $342K |
| Royal Bank of Canada | 0.00% | Add +20.6% | 4,863 | $290K |
| TFG Advisers LLC | 0.09% | Reduce -0.3% | 3,986 | $238K |
| St. Louis Trust Co | 0.04% | No change | 3,970 | $237K |
| Advisory Services Network, LLC | 0.00% | No change | 3,380 | $201K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 2,500 | $149K |
| JPMorgan Chase & Co. | 0.00% | Add +10.1% | 1,906 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,800 | $111K |
| Family Firm, Inc. | 0.02% | New | 1,708 | $102K |
| Continuum Advisory, LLC | 0.01% | No change | 1,576 | $94K |
| Comerica Bank | 0.00% | No change | 1,455 | $87K |
| National Bank of Canada | 0.00% | No change | 1,425 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,270 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,134 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.4% | 1,075 | $64K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -4.1% | 974 | $58K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 700 | $42K |
| Bank of Montreal | 0.00% | No change | 395 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 360 | $21K |
| Cwm, LLC | 0.00% | No change | 300 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 270 | $16K |
| Spire Wealth Management | 0.00% | No change | 265 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Add +2.1% | 198 | $12K |
| FMR LLC | 0.00% | Add +216.1% | 196 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 134 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 100 | $6K |
| Blair William & Co. | 0.00% | No change | 95 | $6K |
| Allworth Financial LP | 0.00% | No change | 83 | $5K |
| Sandy Spring Bank | 0.00% | New | 50 | $3K |
| Realta Investment Advisors | 0.00% | No change | 47 | $3K |
| LRI Investments, LLC | 0.00% | No change | 44 | $3K |
| Tsfg, LLC | 0.00% | No change | 26 | $2K |
| US Bancorp \de | 0.00% | No change | 8 | $477 |
| Dunhill Financial, LLC | 0.00% | No change | 7 | $389 |
| Mather Group, Llc. | 0.00% | Reduce -75.0% | 5 | $299 |
| Lowe Wealth Advisors, LLC | 0.00% | Add +66.7% | 5 | $298 |
| Farther Finance Advisors, LLC | 0.00% | No change | 4 | $239 |
"% of holder's portfolio" is DFE's weight in each manager's 13F, not the share of Wisdomtree Eur S/C Dividend the manager owns.