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WisdomTree Europe SmallCap Dividend Fund
DFE

46 hedge funds and large institutions have $77.5M invested in WisdomTree Europe SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

193% more capital invested

Capital invested by funds: $26.5M → $77.5M (+$51M)

142% more funds holding

Funds holding: 19 → 46 (+27)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.44% less ownership

Funds ownership: 46.24% → 45.79% (-0.44%)

Holders
46
Holders Change
+27
Holders Change %
+142.11%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
10
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.49M
2
Morgan Stanley
Morgan Stanley
New York
+$5.23M
3
Wells Fargo
Wells Fargo
California
+$4.65M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.63M
5
Mariner
Mariner
Kansas
+$3.52M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
2
DS
DRW Securities
Illinois
-$797K
3
Nomura Holdings
Nomura Holdings
Japan
-$161K
4
HCM
Harvest Capital Management
New Hampshire
-$40K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$444K +$186K +3,944 +81%
US Bancorp
27
US Bancorp
Minnesota
$427K +$398K +8,455 New
OIA
28
Optimum Investment Advisors
Illinois
$335K +$312K +6,630 New
HFS
29
HL Financial Services
Kentucky
$324K +$303K +6,427 New
CNB
30
City National Bank
California
$253K +$236K +5,010 New
CS
31
Credit Suisse
Switzerland
$249K +$232K +4,925 New
CA
32
Cetera Advisors
Colorado
$208K +$193K +4,105 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$153K +$143K +3,030 New
AIG
34
American International Group
New York
$91.8K +$48.6K +1,032 +131%
Nomura Holdings
35
Nomura Holdings
Japan
$91K -$161K -3,414 -65%
Citigroup
36
Citigroup
New York
$88K +$82.5K +1,750 New
Creative Planning
37
Creative Planning
Kansas
$68K +$63.7K +1,351 New
Ameriprise
38
Ameriprise
Minnesota
$53K +$49.5K +1,051 New
GT
39
Glenmede Trust
Pennsylvania
$30K +$28.3K +600 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$28K +$26.1K +555 New
JFA
41
JNBA Financial Advisors
Minnesota
$14K +$12.7K +270 New
MFS
42
MSI Financial Services
Massachusetts
$13K +$4.05K +86 +50%
MA
43
MCF Advisors
Kentucky
$11K +$8.48K +180 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$7K -$13.3K -282 -68%
M
45
MOTCO
Texas
$5K +$4.24K +90 New
BC
46
Bartlett & Co
Ohio
$1K +$989 +21 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$1.8M -42,493 Closed
DS
48
DRW Securities
Illinois
– -$797K -18,800 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– -$4K -100 Closed
OWP
50
Obermeyer Wealth Partners
Colorado
– -$3K -75 Closed
1
2

DFE Hedge Fund Activity: Q3 2013 in Review

46 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2013, worth a combined $77.5M — up 193% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DFE positions and 4 closed out — a net gain of 28 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $5.49M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.8M sold.

  • 46 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2013, up from 19 in Q2 2013.
  • Funds reported $77.5M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2013, up 193% quarter-over-quarter.
  • 32 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2013 and 4 closed out, a net change of +28 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2013 was Bank of America, an estimated $5.49M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2013 was Susquehanna International Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2013.