Wisdomtree EUR S/C Dividend (DFE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Seven Bridges Advisors LLC

INCREASED

Shares84,827 from 84,248

Change+579 (+1%)

Value$6.3M (+$252.6K)

Filed 2026-10-07

Courier Capital LLC

DECREASED

Shares76,138 from 76,379

Change-241 (0%)

Value$5.7M (+$171.9K)

Filed 2026-10-19

Vontobel Holding Ltd.

UNCHANGED

Shares34,776 from 34,776

Change0 (0%)

Value$2.6M (+$86.5K)

Filed 2026-10-16

Virtus Family Office LLC

INCREASED

Shares29,739 from 28,641

Change+1,098 (+4%)

Value$2.2M (+$153.0K)

Filed 2026-10-30

Bank of New York Mellon Corp

NEW

Shares21,608

Change+21,608

Value$1.6M

Filed 2026-11-05

LPL Financial LLC

DECREASED

Shares13,332 from 14,059

Change-727 (-5%)

Value$992.6K (-$19.2K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares7,656 from 7,655

Change+1 (+0%)

Value$570.1K (+$19.1K)

Filed 2026-11-02

Donaldson Capital Management, LLC

UNCHANGED

Shares7,377 from 7,377

Change0 (0%)

Value$549.3K (+$18.3K)

Filed 2026-11-09

Financial Perspectives, Inc

INCREASED

Shares6,165 from 6,134

Change+31 (+1%)

Value$459.0K (+$17.6K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

DECREASED

Shares5,210 from 5,315

Change-105 (-2%)

Value$387.9K (+$5.4K)

Filed 2026-11-02

Hedges Asset Management LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$372.3K (+$12.4K)

Filed 2026-10-29

Lynx Investment Advisory

DECREASED

Shares4,517 from 5,714

Change-1,197 (-21%)

Value$336.3K (-$74.9K)

Filed 2026-10-27

Kavar Capital Partners Group, LLC

UNCHANGED

Shares4,308 from 4,308

Change0 (0%)

Value$320.8K (+$10.7K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,181 from 3,489

Change-308 (-9%)

Value$237 (-$250.8K)

Filed 2026-11-02

Atlas Capital Advisors Inc.

UNCHANGED

Shares2,664 from 2,664

Change0 (0%)

Value$119.8K (-$71.9K)

Filed 2026-11-09

Fifth Third Bancorp

INCREASED

Shares2,170 from 2,140

Change+30 (+1%)

Value$161.6K (+$7.6K)

Filed 2026-11-05

SBI Securities Co., Ltd.

INCREASED

Shares1,668 from 1,667

Change+1 (+0%)

Value$124.2K (+$4.2K)

Filed 2026-10-22

CX Institutional

DECREASED

Shares1,539 from 1,569

Change-30 (-2%)

Value$115 (+$2)

Filed 2026-10-02

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,134 from 1,134

Change0 (0%)

Value$84.4K (+$2.8K)

Filed 2026-11-06

Capital Investment Advisory Services, LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$52.1K (+$1.7K)

Filed 2026-10-30

TD Waterhouse Canada Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$36.6K (+$655)

Filed 2026-10-16

Bank of Montreal

UNCHANGED

Shares395 from 395

Change0 (0%)

Value$29.4K (+$982)

Filed 2026-11-09

Harbor Investment Advisory, LLC

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$27.5K (+$920)

Filed 2026-10-13

Migdal Insurance & Financial Holdings Ltd.

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$20.1K (+$671)

Filed 2026-11-09

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$13.1K (+$438)

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$6.0K ($0)

Filed 2026-11-06

Lodestone Wealth Management LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.3K (+$45)

Filed 2026-10-14

US Bancorp \de\

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$596 (+$20)

Filed 2026-11-05

Farther Finance Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$298 (+$10)

Filed 2026-10-08

3Edge Asset Management, LP

CLOSED

Shares0 from 39,772

Change-39,772 (-100%)

Value$0 (-$2.9M)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 2,725

Change-2,725 (-100%)

Value$0 (-$200.1K)

Filed 2026-10-13

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 343

Change-343 (-100%)

Value$0 (-$24.7K)

Filed 2026-11-06

LifeSteps Financial, Inc.

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 109,857

Change-109,857 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 92,910

Change-92,910 (-100%)

Value—

UBS Group AG

N/A

Shares— from 48,937

Change-48,937 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 34,155

Change-34,155 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 22,970

Change-22,970 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,713

Change-19,713 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 15,185

Change-15,185 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,737

Change-8,737 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,211

Change-8,211 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 8,075

Change-8,075 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 6,530

Change-6,530 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 5,840

Change-5,840 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 5,473

Change-5,473 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,440

Change-5,440 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,847

Change-4,847 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 4,144

Change-4,144 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,055

Change-4,055 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 3,870

Change-3,870 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,380

Change-3,380 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,285

Change-3,285 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,731

Change-1,731 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,307

Change-1,307 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 1,082

Change-1,082 (-100%)

Value—

FMR LLC

N/A

Shares— from 555

Change-555 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 270

Change-270 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 200

Change-200 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 141

Change-141 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 97

Change-97 (-100%)

Value—

Blair William & Co

N/A

Shares— from 95

Change-95 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Seven Bridges Advisors LLC	INCREASED	84,827	84,248	+579	+1%	$6.1M	$6.3M	+$252.6K	2026-10-07
Courier Capital LLC	DECREASED	76,138	76,379	-241	0%	$5.5M	$5.7M	+$171.9K	2026-10-19
Vontobel Holding Ltd.	UNCHANGED	34,776	34,776	0	0%	$2.5M	$2.6M	+$86.5K	2026-10-16
Virtus Family Office LLC	INCREASED	29,739	28,641	+1,098	+4%	$2.1M	$2.2M	+$153.0K	2026-10-30
Bank of New York Mellon Corp	NEW	21,608	—	+21,608	—	—	$1.6M	—	2026-11-05
LPL Financial LLC	DECREASED	13,332	14,059	-727	-5%	$1.0M	$992.6K	-$19.2K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	7,656	7,655	+1	+0%	$550.9K	$570.1K	+$19.1K	2026-11-02
Donaldson Capital Management, LLC	UNCHANGED	7,377	7,377	0	0%	$530.9K	$549.3K	+$18.3K	2026-11-09
Financial Perspectives, Inc	INCREASED	6,165	6,134	+31	+1%	$441.4K	$459.0K	+$17.6K	2026-11-03
Commonwealth Equity Services, LLC	DECREASED	5,210	5,315	-105	-2%	$382.5K	$387.9K	+$5.4K	2026-11-02
Hedges Asset Management LLC	UNCHANGED	5,000	5,000	0	0%	$359.9K	$372.3K	+$12.4K	2026-10-29
Lynx Investment Advisory	DECREASED	4,517	5,714	-1,197	-21%	$411.3K	$336.3K	-$74.9K	2026-10-27
Kavar Capital Partners Group, LLC	UNCHANGED	4,308	4,308	0	0%	$310.0K	$320.8K	+$10.7K	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	3,181	3,489	-308	-9%	$251.0K	$237	-$250.8K	2026-11-02
Atlas Capital Advisors Inc.	UNCHANGED	2,664	2,664	0	0%	$191.7K	$119.8K	-$71.9K	2026-11-09
Fifth Third Bancorp	INCREASED	2,170	2,140	+30	+1%	$154.0K	$161.6K	+$7.6K	2026-11-05
SBI Securities Co., Ltd.	INCREASED	1,668	1,667	+1	+0%	$120.0K	$124.2K	+$4.2K	2026-10-22
CX Institutional	DECREASED	1,539	1,569	-30	-2%	$113	$115	+$2	2026-10-02
PNC Financial Services Group, Inc.	UNCHANGED	1,134	1,134	0	0%	$81.6K	$84.4K	+$2.8K	2026-11-06
Capital Investment Advisory Services, LLC	UNCHANGED	700	700	0	0%	$50.4K	$52.1K	+$1.7K	2026-10-30
TD Waterhouse Canada Inc.	UNCHANGED	500	500	0	0%	$36.0K	$36.6K	+$655	2026-10-16
Bank of Montreal	UNCHANGED	395	395	0	0%	$28.4K	$29.4K	+$982	2026-11-09
Harbor Investment Advisory, LLC	UNCHANGED	370	370	0	0%	$26.6K	$27.5K	+$920	2026-10-13
Migdal Insurance & Financial Holdings Ltd.	UNCHANGED	270	270	0	0%	$19.4K	$20.1K	+$671	2026-11-09
Cherry Tree Wealth Management, LLC	UNCHANGED	176	176	0	0%	$12.7K	$13.1K	+$438	2026-10-15
Allworth Financial LP	UNCHANGED	83	83	0	0%	$6.0K	$6.0K	$0	2026-11-06
Lodestone Wealth Management LLC	UNCHANGED	18	18	0	0%	$1.3K	$1.3K	+$45	2026-10-14
US Bancorp \de\	UNCHANGED	8	8	0	0%	$576	$596	+$20	2026-11-05
Farther Finance Advisors, LLC	UNCHANGED	4	4	0	0%	$288	$298	+$10	2026-10-08
3Edge Asset Management, LP	CLOSED	0	39,772	-39,772	-100%	$2.9M	$0	-$2.9M	2026-10-30
Wealth Enhancement Advisory Services, LLC	CLOSED	0	2,725	-2,725	-100%	$200.1K	$0	-$200.1K	2026-10-13
Institute for Wealth Management, Llc.	CLOSED	0	343	-343	-100%	$24.7K	$0	-$24.7K	2026-11-06
LifeSteps Financial, Inc.	CLOSED	0	40	-40	-100%	$2.9K	$0	-$2.9K	2026-10-15
Morgan Stanley	N/A	—	109,857	-109,857	-100%	$7.9M	—	—	—
Bank of America Corp	N/A	—	92,910	-92,910	-100%	$6.7M	—	—	—
UBS Group AG	N/A	—	48,937	-48,937	-100%	$3.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	34,155	-34,155	-100%	$2.5M	—	—	—
Jane Street Group, LLC	N/A	—	22,970	-22,970	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	19,713	-19,713	-100%	$1.4M	—	—	—
Gotham Asset Management, LLC	N/A	—	15,185	-15,185	-100%	$1.1M	—	—	—
Wells Fargo & Company	N/A	—	8,737	-8,737	-100%	$628.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,211	-8,211	-100%	$590.8K	—	—	—
Baird Financial Group, Inc.	N/A	—	8,075	-8,075	-100%	$581.2K	—	—	—
Forum Finance Group S.A.	N/A	—	6,530	-6,530	-100%	$380	—	—	—
RWA Wealth Partners, LLC	N/A	—	5,840	-5,840	-100%	$420.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	5,473	-5,473	-100%	$393.9K	—	—	—
HighTower Advisors, LLC	N/A	—	5,440	-5,440	-100%	$391.5K	—	—	—
Stifel Financial Corp	N/A	—	4,847	-4,847	-100%	$348.9K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	4,144	-4,144	-100%	$298.2K	—	—	—
Royal Bank of Canada	N/A	—	4,055	-4,055	-100%	$292.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	3,870	-3,870	-100%	$278.5K	—	—	—
Advisory Services Network, LLC	N/A	—	3,380	-3,380	-100%	$243.3K	—	—	—
JPMorgan Chase & Co	N/A	—	3,285	-3,285	-100%	$236.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,731	-1,731	-100%	$123.2K	—	—	—
Dunhill Financial, LLC	N/A	—	1,350	-1,350	-100%	$97.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,307	-1,307	-100%	$94.1K	—	—	—
Front Row Advisors LLC	N/A	—	1,082	-1,082	-100%	$82.9K	—	—	—
FMR LLC	N/A	—	555	-555	-100%	$40.0K	—	—	—
Rothschild Investment LLC	N/A	—	270	-270	-100%	$19.5K	—	—	—
National Bank of Canada	N/A	—	200	-200	-100%	$14.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	175	-175	-100%	$12.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	141	-141	-100%	$10.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	100	-100	-100%	$7.2K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	97	-97	-100%	$7.0K	—	—	—
Blair William & Co	N/A	—	95	-95	-100%	$6.8K	—	—	—
LRI Investments, LLC	N/A	—	44	-44	-100%	$3.2K	—	—	—
Luminist Capital LLC	N/A	—	8	-8	-100%	$576	—	—	—

Showing 67 of 67 institutions