We are live on ! Find out more
DFE icon

WisdomTree Europe SmallCap Dividend Fund
DFE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.4M +$7.75M +143,301 +15%
UBS Group
2
UBS Group
Switzerland
$36.1M +$4.96M +91,833 +17%
Bessemer Group
3
Bessemer Group
New Jersey
$33.1M +$23.4M +432,570 +266%
Bank of America
4
Bank of America
North Carolina
$29.8M -$1.84M -34,046 -6%
PWAG
5
Polaris Wealth Advisory Group
California
$12.3M +$12M +221,704 New
PWPCM
6
Perella Weinberg Partners Capital Management
New York
$12.1M -$2.61M -48,242 -18%
HCM
7
Harvest Capital Management
New Hampshire
$11.4M -$409K -7,562 -4%
HI
8
Horizon Investments
North Carolina
$11.1M +$10.8M +199,454 New
Wells Fargo
9
Wells Fargo
California
$10.6M +$2.96M +54,670 +40%
VC
10
Vicus Capital
Pennsylvania
$9.67M +$6.4M +118,413 +214%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.35M +$6.56M +121,438 +424%
EGA
12
Eagle Global Advisors
Texas
$7.08M +$105K +1,935 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.07M -$2.09M -38,716 -26%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$5.77M +$1.16M +21,422 +26%
PPA
15
Parametric Portfolio Associates
Washington
$5.55M +$7.3K +135 +0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.11M +$3.25M +60,066 +435%
NEIRG
17
New England Investment & Retirement Group
Massachusetts
$4.03M +$3.91M +72,336 New
Creative Planning
18
Creative Planning
Kansas
$3.98M +$1.91M +35,385 +98%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.79M -$2.32M -43,000 -39%
BTS
20
BB&T Securities
Virginia
$3.62M +$293K +5,414 +9%
CLOS
21
Compagnie Lombard Odier SCmA
Switzerland
$3.62M +$3.51M +65,000 New
LOT
22
Lombard Odier Transatlantic
Quebec, Canada
$3.62M +$3.51M +65,000 New
GAM
23
Gemmer Asset Management
California
$3.31M – – –
VSWA
24
Vontobel Swiss Wealth Advisors
Switzerland
$3.26M +$2.56M +47,279 +418%
Jane Street
25
Jane Street
New York
$3.07M +$602K +11,135 +25%
1
2 3 4 5