DFE institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding66
Shares held764,035
Reported value$54.9m
Quarter flows10 new, 18 added, 11 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY109,857$7.9m0.0%
BANK OF AMERICA CORP /DE/92,910$6.7m0.0%
Seven Bridges Advisors LLC84,248$6.1m2.9%
COURIER CAPITAL LLC76,379$5.5m0.3%
UBS Group AG48,937$3.5m0.0%
3EDGE Asset Management, LP39,772$2.9m0.1%
Vontobel Holding Ltd.34,776$2.5m0.0%
FLOW TRADERS U.S. LLC34,155$2.5m0.1%
Virtus Family Office LLC28,641$2.1m1.6%
JANE STREET GROUP, LLC22,970$1.7m0.0%
RAYMOND JAMES FINANCIAL INC19,713$1.4m0.0%
Gotham Asset Management, LLC15,185$1.1m0.0%
LPL Financial LLC14,059$1.0m0.0%
WELLS FARGO & COMPANY/MN8,737$628,7670.0%
OSAIC HOLDINGS, INC.8,211$590,8230.0%
Baird Financial Group, Inc.8,075$581,1620.0%
Kestra Advisory Services, LLC7,655$550,9280.0%
DONALDSON CAPITAL MANAGEMENT, LLC7,377$530,9230.0%
Cambridge Investment Research Advisors, Inc.6,978$502,0000.0%
Financial Perspectives, Inc6,134$441,4420.1%
RWA WEALTH PARTNERS, LLC5,840$420,3060.0%
Lynx Investment Advisory5,714$411,2650.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP5,473$393,8920.0%
HighTower Advisors, LLC5,440$391,5170.0%
COMMONWEALTH EQUITY SERVICES, LLC5,315$382,5200.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DFE"). DFE price history · All 13F data

Get a free API keySee history bundlesDownload free samples