Wisdomtree Eur S/C DividendDFEETF
13F holders, Q1 2025 (March 31)59holders +2
8new positions
6sold out
$60.94avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Wisdomtree Eur S/C Dividend (DFE) in their 13F filings, up 2 from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($8.0M), Courier Capital LLC ($4.5M) and UBS Group AG ($3.4M).
- Company
- Wisdomtree Eur S/C Dividend
- CUSIP
- 97717W869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 6 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 50,636 shares bought and 209,081 shares sold, net −158,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Reduce -2.8% | 131,384 | $8.0M |
| Courier Capital LLC | 0.30% | Reduce -34.2% | 74,292 | $4.5M |
| UBS Group AG | 0.00% | Add +7.1% | 55,784 | $3.4M |
| Bank of America Corp. | 0.00% | Add +12.5% | 47,901 | $2.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.1% | 34,994 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.4% | 22,895 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 19,834 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 17,912 | $1.1M |
| Prospera Financial Services Inc | 0.02% | New | 17,372 | $1.1M |
| HighTower Advisors, LLC | 0.00% | New | 11,286 | $688K |
| Hedges Asset Management LLC | 0.40% | No change | 10,000 | $610K |
| Virtus Family Office LLC | 0.73% | Reduce -1.2% | 9,341 | $569K |
| Wells Fargo & Company | 0.00% | Reduce -35.2% | 8,948 | $546K |
| Baird Financial Group, Inc. | 0.00% | Reduce -61.9% | 8,026 | $489K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.0% | 6,850 | $418K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -12.6% | 6,648 | $405K |
| Financial Perspectives, Inc | 0.12% | Add +0.5% | 5,853 | $357K |
| Lynx Investment Advisory | 0.22% | Reduce -6.3% | 5,431 | $331K |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 5,396 | $329K |
| Jane Street Group, LLC | 0.00% | Reduce -86.2% | 4,819 | $294K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.0% | 4,773 | $291K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,693 | $286K |
| TFG Advisers LLC | 0.09% | Reduce -2.1% | 3,964 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 3,875 | $236K |
| Royal Bank of Canada | 0.00% | Add +50.2% | 3,798 | $232K |
| Advisory Services Network, LLC | 0.00% | New | 3,380 | $206K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 1,700 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,800 | $99K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.3% | 1,522 | $93K |
| Atlas Capital Advisors Inc. | 0.01% | New | 1,462 | $89K |
| Comerica Bank | 0.00% | No change | 1,210 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,134 | $69K |
| Garrison Bradford & Associates Inc. | 0.07% | New | 1,100 | $67K |
| Continuum Advisory, LLC | 0.01% | Reduce -33.4% | 1,050 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,050 | $64K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 700 | $43K |
| Jones Financial Companies LLLP | 0.00% | No change | 625 | $39K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -15.9% | 622 | $38K |
| Bank of Montreal | 0.00% | No change | 395 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 370 | $23K |
| Cwm, LLC | 0.00% | No change | 300 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 270 | $16K |
| FMR LLC | 0.00% | Reduce -39.8% | 254 | $16K |
| National Bank of Canada | 0.00% | Reduce -33.3% | 200 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 175 | $11K |
| MAI Capital Management | 0.00% | Add +0.7% | 146 | $9K |
| Capital A Wealth Management, LLC | 0.01% | No change | 101 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 100 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | New | 97 | $6K |
| Blair William & Co. | 0.00% | No change | 95 | $6K |
| Allworth Financial LP | 0.00% | No change | 83 | $5K |
| Spire Wealth Management | 0.00% | No change | 65 | $4K |
| 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 | $488 |
| Luminist Capital LLC | 0.00% | No change | 8 | $487 |
| Dunhill Financial, LLC | 0.00% | No change | 7 | $427 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 5 | $305 |
| Farther Finance Advisors, LLC | 0.00% | No change | 4 | $244 |
"% 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.