DFE Institutional Ownership & Shareholders
WISDOMTREE EUR S/C DIVIDEND (DFE) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DFE tracked by InsiderSet, reporting ownership valued at approximately $7.91M in its June 30, 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 $8.19M, representing an estimated gain of +3.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed DFE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Courier Capital Llc, 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
$44.75M
Largest Holder
Morgan Stanley
Largest Position
$7.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
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% | 109,857 | $7,906,439 | $8,188,082 | +$281,643 | +3.56% | |
| Bank Of America Corp | 0.00% | 92,910 | $6,686,749 | $6,924,954 | +$238,205 | +3.56% | |
| Courier Capital Llc | 0.28% | 76,138 | $5,668,903 | $5,674,870 | +$5,967 | +0.11% | |
| Ubs Group Ag | 0.00% | 48,937 | $3,521,996 | $3,647,470 | +$125,474 | +3.56% | |
| Vontobel Holding Ltd. | 0.01% | 34,776 | $2,589,282 | $2,591,994 | +$2,712 | +0.10% | |
| Flow Traders U.S. Llc | 0.10% | 34,155 | $2,458,000 | $2,545,709 | +$87,709 | +3.57% | |
| Virtus Family Office Llc | 1.69% | 29,739 | $2,214,247 | $2,216,567 | +$2,320 | +0.10% | |
| Jane Street Group, Llc | 0.00% | 22,970 | $1,653,151 | $1,712,046 | +$58,895 | +3.56% | |
| Raymond James Financial Inc | 0.00% | 19,713 | $1,418,728 | $1,469,289 | +$50,561 | +3.56% | |
| Gotham Asset Management, Llc | 0.00% | 15,185 | $1,092,864 | $1,131,799 | +$38,935 | +3.56% | |
| Lpl Financial Llc | 0.00% | 14,059 | $1,011,820 | $1,047,874 | +$36,054 | +3.56% | |
| Wells Fargo & Company/Mn | 0.00% | 8,737 | $628,767 | $651,204 | +$22,437 | +3.57% | |
| Osaic Holdings, Inc. | 0.00% | 8,211 | $590,823 | $611,999 | +$21,176 | +3.58% | |
| Baird Financial Group, Inc. | 0.00% | 8,075 | $581,162 | $601,862 | +$20,700 | +3.56% | |
| Kestra Advisory Services, Llc | 0.00% | 7,656 | $570,058 | $570,632 | +$574 | +0.10% | |
| Donaldson Capital Management, Llc | 0.02% | 7,377 | $530,923 | $549,837 | +$18,914 | +3.56% | |
| Financial Perspectives, Inc | 0.11% | 6,134 | $441,442 | $457,192 | +$15,750 | +3.57% | |
| Rwa Wealth Partners, Llc | 0.00% | 5,840 | $420,306 | $435,279 | +$14,973 | +3.56% | |
| Susquehanna International Group, Llp | 0.00% | 5,473 | $393,892 | $407,925 | +$14,033 | +3.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,210 | $387,910 | $388,322 | +$412 | +0.11% | |
| Forum Finance Group S.A. | 0.14% | 6,530 | $380,000 | $486,707 | +$106,707 | +28.08% | |
| Stifel Financial Corp | 0.00% | 4,847 | $348,868 | $361,266 | +$12,398 | +3.55% | |
| Lynx Investment Advisory | 0.11% | 4,517 | $336,339 | $336,670 | +$331 | +0.10% | |
| Kavar Capital Partners Group, Llc | 0.04% | 4,308 | $310,047 | $321,092 | +$11,045 | +3.56% | |
| Sovereign Financial Group, Inc. | 0.05% | 4,144 | $298,244 | $308,869 | +$10,625 | +3.56% | |
| Royal Bank Of Canada | 0.00% | 4,055 | $292,000 | $302,235 | +$10,235 | +3.51% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 3,870 | $278,524 | $288,447 | +$9,923 | +3.56% | |
| Advisory Services Network, Llc | 0.00% | 3,380 | $243,259 | $251,925 | +$8,666 | +3.56% | |
| Jpmorgan Chase & Co | 0.00% | 3,285 | $236,189 | $244,844 | +$8,655 | +3.66% | |
| Atlas Capital Advisors Inc. | 0.02% | 2,664 | $191,728 | $198,559 | +$6,831 | +3.56% | |
| Fifth Third Bancorp | 0.00% | 2,140 | $154,016 | $159,503 | +$5,487 | +3.56% | |
| Sbi Securities Co., Ltd. | 0.00% | 1,668 | $124,193 | $124,323 | +$130 | +0.10% | |
| Jones Financial Companies Lllp | 0.00% | 1,731 | $123,216 | $129,018 | +$5,802 | +4.71% | |
| Dunhill Financial, Llc | 0.02% | 1,350 | $97,205 | $100,621 | +$3,416 | +3.51% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,307 | $94,065 | $97,416 | +$3,351 | +3.56% | |
| Front Row Advisors Llc | 0.02% | 1,082 | $82,851 | $80,646 | -$2,205 | -2.66% | |
| Capital Investment Advisory Services, Llc | 0.00% | 700 | $52,119 | $52,174 | +$55 | +0.11% | |
| Pnc Financial Services Group, Inc. | 0.00% | 567 | $40,807 | $42,261 | +$1,454 | +3.56% | |
| Fmr Llc | 0.00% | 555 | $39,974 | $41,366 | +$1,392 | +3.48% | |
| Td Waterhouse Canada Inc. | 0.00% | 500 | $36,645 | $37,267 | +$622 | +1.70% | |
| Bank Of Montreal | 0.00% | 395 | $28,428 | $29,441 | +$1,013 | +3.56% | |
| Harbor Investment Advisory, Llc | 0.00% | 370 | $27,549 | $27,578 | +$29 | +0.10% | |
| Institute For Wealth Management, Llc. | 0.00% | 343 | $24,690 | $25,565 | +$875 | +3.54% | |
| Cwm, Llc | 0.00% | 300 | $21,520 | $22,360 | +$840 | +3.90% | |
| Rothschild Investment Llc | 0.00% | 270 | $19,461 | $20,124 | +$663 | +3.41% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | 270 | $19,432 | $20,124 | +$692 | +3.56% | |
| National Bank Of Canada | 0.00% | 200 | $14,380 | $14,907 | +$527 | +3.66% | |
| Cherry Tree Wealth Management, Llc | 0.00% | 176 | $13,105 | $13,118 | +$13 | +0.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 175 | $12,595 | $13,043 | +$448 | +3.56% | |
| Ameritas Advisory Services, Llc | 0.00% | 141 | $10,148 | $10,509 | +$361 | +3.56% |
Frequently asked questions about DFE
Who are the largest institutional holders of DFE?
The largest institutional holders of DFE reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Courier Capital Llc, Ubs Group Ag, and Vontobel Holding Ltd.. InsiderSet ranks institutional holders by their latest reported DFE position.
What is DFE institutional ownership?
This page tracks DFE positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE EUR S/C DIVIDEND (DFE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFE?
InsiderSet currently tracks 61 institutional managers reporting DFE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFE shareholders.
How much DFE stock do institutions own?
Institutional investment managers disclosed approximately $44.75M in DFE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFE institutional ownership last updated?
The latest DFE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFE position after the reporting date.
Are institutions buying or selling DFE?
Institutional buying and selling can be analyzed by comparing DFE positions across consecutive 13F reporting periods. InsiderSet's DFE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFE ownership changes.
How has DFE institutional ownership changed over time?
InsiderSet tracks DFE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.