WISDOMTREE EUR S/C DIVIDEND (DFE) Top Institutional Shareholders
WISDOMTREE EUR S/C DIVIDEND (DFE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $42.56M in DFE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DFE tracked by InsiderSet, reporting ownership valued at approximately $8.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.46M, representing an estimated gain of +4.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed DFE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Courier Capital Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in WISDOMTREE EUR S/C DIVIDEND (DFE).
This page ranks the largest institutional DFE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$42.56M
Largest Holder
Morgan Stanley
Largest Position
$8.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 112,829 | $8,093,638 | $8,456,985 | +$363,347 | +4.49% | |
| Courier Capital Llc | 0.30% | 74,899 | $5,372,750 | $5,613,980 | +$241,230 | +4.49% | |
| Bank Of America Corp | 0.00% | 71,052 | $5,096,797 | $5,325,632 | +$228,835 | +4.49% | |
| Ubs Group Ag | 0.00% | 51,995 | $3,729,757 | $3,897,233 | +$167,476 | +4.49% | |
| Vontobel Holding Ltd. | 0.01% | 34,776 | $2,494,587 | $2,606,600 | +$112,013 | +4.49% | |
| Virtus Family Office Llc | 1.67% | 27,302 | $1,958,454 | $2,046,394 | +$87,940 | +4.49% | |
| Bank Of New York Mellon Corp | 0.00% | 25,876 | $1,856,145 | $1,939,510 | +$83,365 | +4.49% | |
| Jane Street Group, Llc | 0.00% | 24,173 | $1,734,002 | $1,811,863 | +$77,861 | +4.49% | |
| Raymond James Financial Inc | 0.00% | 19,579 | $1,404,420 | $1,467,524 | +$63,104 | +4.49% | |
| Gotham Asset Management, Llc | 0.00% | 15,185 | $1,089,266 | $1,138,176 | +$48,910 | +4.49% | |
| Lpl Financial Llc | 0.00% | 13,792 | $989,313 | $1,033,766 | +$44,453 | +4.49% | |
| Wells Fargo & Company/Mn | 0.00% | 10,421 | $747,512 | $781,096 | +$33,584 | +4.49% | |
| Osaic Holdings, Inc. | 0.00% | 10,223 | $733,184 | $766,255 | +$33,071 | +4.51% | |
| Lynx Investment Advisory | 0.31% | 8,944 | $641,603 | $670,389 | +$28,786 | +4.49% | |
| Baird Financial Group, Inc. | 0.00% | 8,022 | $575,460 | $601,281 | +$25,821 | +4.49% | |
| Kestra Advisory Services, Llc | 0.00% | 7,502 | $538,152 | $562,305 | +$24,153 | +4.49% | |
| 3Edge Asset Management, Lp | 0.03% | 7,571 | $525,837 | $567,477 | +$41,640 | +7.92% | |
| Hightower Advisors, Llc | 0.00% | 6,597 | $473,223 | $494,472 | +$21,249 | +4.49% | |
| Financial Perspectives, Inc | 0.12% | 6,035 | $432,928 | $452,347 | +$19,419 | +4.49% | |
| Rwa Wealth Partners, Llc | 0.00% | 5,840 | $418,922 | $437,731 | +$18,809 | +4.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,218 | $374,300 | $391,110 | +$16,810 | +4.49% | |
| Susquehanna International Group, Llp | 0.00% | 4,830 | $346,470 | $362,028 | +$15,558 | +4.49% | |
| Sovereign Financial Group, Inc. | 0.06% | 4,691 | $336,500 | $351,609 | +$15,109 | +4.49% | |
| Stifel Financial Corp | 0.00% | 4,614 | $330,969 | $345,838 | +$14,869 | +4.49% | |
| Kavar Capital Partners Group, Llc | 0.04% | 4,308 | $309,026 | $322,902 | +$13,876 | +4.49% | |
| Royal Bank Of Canada | 0.00% | 4,066 | $292,000 | $304,763 | +$12,763 | +4.37% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 3,870 | $277,607 | $290,072 | +$12,465 | +4.49% | |
| Advisory Services Network, Llc | 0.00% | 3,380 | $242,458 | $253,345 | +$10,887 | +4.49% | |
| Fifth Third Bancorp | 0.00% | 2,140 | $153,509 | $160,402 | +$6,893 | +4.49% | |
| Sbi Securities Co., Ltd. | 0.00% | 1,667 | $119,579 | $124,948 | +$5,369 | +4.49% | |
| Jones Financial Companies Lllp | 0.00% | 1,546 | $106,740 | $115,879 | +$9,139 | +8.56% | |
| Atlas Capital Advisors Inc. | 0.01% | 1,462 | $104,873 | $109,583 | +$4,710 | +4.49% | |
| Dunhill Financial, Llc | 0.02% | 1,321 | $94,807 | $99,014 | +$4,207 | +4.44% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,307 | $93,755 | $97,965 | +$4,210 | +4.49% | |
| Front Row Advisors Llc | 0.03% | 1,082 | $77,615 | $81,100 | +$3,485 | +4.49% | |
| Capital Investment Advisory Services, Llc | 0.00% | 700 | $50,213 | $52,468 | +$2,255 | +4.49% | |
| Pnc Financial Services Group, Inc. | 0.00% | 567 | $40,673 | $42,499 | +$1,826 | +4.49% | |
| Citigroup Inc | 0.00% | 550 | $39,453 | $41,225 | +$1,772 | +4.49% | |
| Td Waterhouse Canada Inc. | 0.00% | 500 | $36,255 | $37,477 | +$1,222 | +3.37% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | 470 | $33,715 | $35,228 | +$1,513 | +4.49% | |
| Bank Of Montreal | 0.00% | 395 | $28,335 | $29,607 | +$1,272 | +4.49% | |
| Harbor Investment Advisory, Llc | 0.00% | 370 | $26,541 | $27,733 | +$1,192 | +4.49% | |
| Fmr Llc | 0.00% | 356 | $25,523 | $26,684 | +$1,161 | +4.55% | |
| Cwm, Llc | 0.00% | 300 | $21,520 | $22,486 | +$966 | +4.49% | |
| Rothschild Investment Llc | 0.00% | 270 | $19,397 | $20,238 | +$841 | +4.33% | |
| National Bank Of Canada | 0.00% | 200 | $14,312 | $14,991 | +$679 | +4.74% | |
| Cherry Tree Wealth Management, Llc | 0.00% | 176 | $12,626 | $13,192 | +$566 | +4.48% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 175 | $12,553 | $13,117 | +$564 | +4.49% | |
| Consultiva Wealth Management, Corp. | 0.02% | 97 | $6,958 | $7,271 | +$313 | +4.49% | |
| Blair William & Co/Il | 0.00% | 95 | $6,815 | $7,121 | +$306 | +4.48% |
Frequently asked questions about DFE
Who owns the most DFE stock?
The largest holders of DFE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE EUR S/C DIVIDEND (DFE).
Is DFE widely held by superinvestors?
Many widely followed stocks like DFE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.