Who owns DFE?
WisdomTree Europe SmallCap Dividend Fund · WisdomTree
66 institutions reported holding DFE, worth $54.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $7.9M | 109,857 | −2,972 shares |
| Bank of America Corp. | Charlotte, NC | $6.7M | 92,910 | +21,858 shares |
| Seven Bridges Advisors LLC | New York, NY | $6.1M | 84,248 | New position |
| Courier Capital LLC | Buffalo, NY | $5.5M | 76,379 | +1,480 shares |
| UBS Group AG | Zurich, Switzerland | $3.5M | 48,937 | −3,058 shares |
| 3EDGE Asset Management, LP | Naples, FL | $2.9M | 39,772 | +32,201 shares |
| Vontobel Holding Ltd. | Zurich, Switzerland | $2.5M | 34,776 | No change |
| Flow Traders U.S. LLC | New York, NY | $2.5M | 34,155 | New position |
| Virtus Family Office LLC | El Paso, TX | $2.1M | 28,641 | +1,339 shares |
| Jane Street Group, LLC | New York, NY | $1.7M | 22,970 | −1,203 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFE?
66 institutional managers reported holding DFE in Form 13F filings for June 30, 2026, worth $54.9M in total. The largest reported position was held by Morgan Stanley, at $7.9M.
Did institutions buy or sell DFE last quarter?
Reported 13F value rose 26.7% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.