HolderBook

WISDOMTREE TR (DFE)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

63
Reporting holders
$51.6M
Reported value
0.0%
Held as options
+5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MORGAN STANLEY$7.9M109,8570.00%35q-2.6%-$213.9K
BANK OF AMERICA CORP /DE/$6.7M92,9100.00%31q+30.8%+$1.6M
Seven Bridges Advisors LLC$6.1M84,2482.92%newFIRST
COURIER CAPITAL LLC$5.5M76,3790.27%31q+2.0%+$106.5K
UBS Group AG$3.5M48,9370.00%31q-5.9%-$220.1K
3EDGE Asset Management, LP$2.9M39,7720.13%4q+425.3%+$2.3M
Vontobel Holding Ltd.$2.5M34,7760.01%20qHELD
Virtus Family Office LLC$2.1M28,6411.63%13q+4.9%+$96.4K
JANE STREET GROUP, LLC$1.7M22,9700.00%22q-5.0%-$86.6K
RAYMOND JAMES FINANCIAL INC$1.4M19,7130.00%7q+0.7%+$9.6K
Gotham Asset Management, LLC$1.1M15,1850.00%5qHELD
LPL Financial LLC$1.0M14,0590.00%31q+1.9%+$19.2K
WELLS FARGO & COMPANY/MN$628.8K8,7370.00%31q-58.1%-$871.1K
OSAIC HOLDINGS, INC.$590.8K8,2110.00%26q-19.7%-$144.8K
Baird Financial Group, Inc.$581.2K8,0750.00%31q+0.7%+$3.8K
Kestra Advisory Services, LLC$550.9K7,6550.00%3q+2.0%+$11.0K
DONALDSON CAPITAL MANAGEMENT, LLC$530.9K7,3770.02%newNEW
Financial Perspectives, Inc$441.4K6,1340.11%27q+1.6%+$7.1K
RWA WEALTH PARTNERS, LLC$420.3K5,8400.00%5qHELD
Lynx Investment Advisory$411.3K5,7140.13%9q-36.1%-$232.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$393.9K5,4730.00%12q+13.3%+$46.3K
HighTower Advisors, LLC$391.5K5,4400.00%6q-17.5%-$83.3K
COMMONWEALTH EQUITY SERVICES, LLC$382.5K5,3150.00%31q+1.9%+$7.0K
Hedges Asset Management LLC$359.9K5,0000.24%18qHELD
STIFEL FINANCIAL CORP$348.9K4,8470.00%5q+5.0%+$16.8K
KAVAR CAPITAL PARTNERS GROUP, LLC$310.0K4,3080.04%2qHELD
Sovereign Financial Group, Inc.$298.2K4,1440.05%23q-11.7%-$39.4K
ATLAS CAPITAL ADVISORS INC.$296.6K4,1260.02%5q+182.2%+$191.5K
ROYAL BANK OF CANADA$292.0K4,0550.00%31qHELD
Stratos Wealth Partners, LTD.$278.5K3,8700.00%31qHELD
Advisory Services Network, LLC$243.3K3,3800.00%6qHELD
JPMORGAN CHASE & CO$236.2K3,2850.00%31qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$200.1K2,7250.00%newNEW
FIFTH THIRD BANCORP$154.0K2,1400.00%2qHELD
JONES FINANCIAL COMPANIES LLLP$123.2K1,7310.00%7q+12.0%+$13.2K
SBI Securities Co., Ltd.$120.0K1,6670.00%7qHELD
Dunhill Financial, LLC$97.2K1,3500.02%11q+2.2%+$2.1K
Rockefeller Capital Management L.P.$94.1K1,3070.00%4qHELD
Front Row Advisors LLC$82.9K1,0820.02%5qHELD
PNC Financial Services Group, Inc.$81.6K1,1340.00%31qHELD
MERCER GLOBAL ADVISORS INC /ADV$53.3K7410.00%newNEW
Capital Investment Advisory Services, LLC$50.4K7000.00%15qHELD
FMR LLC$40.0K5550.00%14q+55.9%+$14.3K
TD Waterhouse Canada Inc.$36.0K5000.00%19qHELD
BANK OF MONTREAL /CAN/$28.4K3950.00%31qHELD
HARBOR INVESTMENT ADVISORY, LLC$26.6K3700.00%11qHELD
Institute for Wealth Management, LLC.$24.7K3430.00%newNEW
Integrated Wealth Concepts LLC$20.2K2800.00%newNEW
ROTHSCHILD INVESTMENT LLC$19.5K2700.00%11qHELD
Migdal Insurance & Financial Holdings Ltd.$19.4K2700.00%31q-42.6%-$14.4K
NATIONAL BANK OF CANADA /FI/$14.4K2000.00%19qHELD
Steward Partners Investment Advisory, LLC$12.6K1750.00%6qHELD
Ameritas Advisory Services, LLC$10.1K1410.00%newNEW
NewEdge Advisors, LLC$7.2K1000.00%newNEW
CONSULTIVA WEALTH MANAGEMENT, CORP.$7.0K970.02%6qHELD
BLAIR WILLIAM & CO/IL$6.8K950.00%31qHELD
Allworth Financial LP$6.0K830.00%31qHELD
LRI Investments, LLC$3.2K440.00%10qHELD
LifeSteps Financial, Inc.$2.9K400.00%newNEW
FLOW TRADERS U.S. LLC$2.5K34,1550.10%newNEW
Lodestone Wealth Management LLC$1.3K180.00%3qHELD
US BANCORP \DE\$57680.00%15qHELD
Luminist Capital LLC$57680.00%newNEW
Cambridge Investment Research Advisors, Inc.$5026,9780.00%18q+90.6%
Forum Finance Group S.A.$3806,5300.14%2q+180.3%
Farther Finance Advisors, LLC$28840.00%15qHELD
CX Institutional$1131,5690.00%4q-18.3%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202663$51.6M717,00691690.0%
Q1 202658$43.6M607,93331480.0%
Q4 202560$42.1M580,627512160.8%
Q3 202554$43.1M607,74641780.8%
Q2 202560$41.5M591,841109140.0%
Q1 202554$31.8M522,54486170.0%
Q4 202451$34.5M610,46939140.0%
Q3 202450$40.7M642,604113110.0%
Q2 202457$43.2M725,009511140.0%
Q1 202456$73.0M1,220,91948140.0%
Q4 202355$68.3M1,144,661514160.0%
Q3 202355$65.2M1,238,68948160.0%
Q2 202358$84.5M1,508,856514120.0%
Q1 202362$104.4M1,789,6081111150.0%
Q4 202250$53.4M975,37097140.0%
Q3 202262$55.1M1,211,378211220.4%
Q2 202271$93.0M1,680,916212200.2%
Q1 202281$104.6M1,555,605514230.0%
Q4 202187$119.1M1,592,974515260.4%
Q3 202185$127.4M1,773,366719220.0%
Q2 202182$118.7M1,619,246725140.0%
Q1 202179$108.3M1,933,355711290.0%
Q4 202075$96.2M1,489,779810280.0%
Q3 202078$87.0M1,630,84287300.0%
Q2 202080$91.0M1,824,88897380.6%
Q1 202082$119.3M2,923,877913350.0%
Q4 2019116$209.6M3,211,3651225340.3%
Q3 2019105$183.4M3,282,618816440.0%
Q2 2019114$221.9M3,805,7661821470.0%
Q1 2019107$258.4M4,416,737918490.1%
Q4 2018112$252.6M4,734,9502130.0%