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WisdomTree Europe SmallCap Dividend Fund
DFE

56 hedge funds and large institutions have $252M invested in WisdomTree Europe SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

226% more capital invested

Capital invested by funds: $77.5M → $252M (+$175M)

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more funds holding

Funds holding: 46 → 56 (+10)

5.23% less ownership

Funds ownership: 45.79% → 40.56% (-5.2%)

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
18
Increased
28
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Spruce Investment Advisors
Connecticut
+$36.1M
2
Bank of America
Bank of America
North Carolina
+$24.7M
3
Morgan Stanley
Morgan Stanley
New York
+$21.3M
4
U
UBS
Switzerland
+$11.1M
5
NCM
Niemann Capital Management
Nevada
+$6.75M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$597K
2
Deutsche Bank
Deutsche Bank
Germany
-$237K
3
CA
Cetera Advisors
Colorado
-$208K
4
DC
Davenport & Co
Virginia
-$123K
5
Nomura Holdings
Nomura Holdings
Japan
-$91K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Barometer Capital Management
Ontario, Canada
$1.37M +$1.27M +23,700 New
SB
27
Suntrust Banks
Georgia
$1.36M +$1.27M +23,600 New
ACM
28
Avalon Capital Management
California
$1.33M +$1.23M +22,970 New
VC
29
Vicus Capital
Pennsylvania
$1.13M +$1.05M +19,596 New
BFEC
30
Benjamin F. Edwards & Company
Missouri
$1.07M -$6.99K -130 -0.7%
US Bancorp
31
US Bancorp
Minnesota
$945K +$423K +7,873 +93%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$830K +$248K +4,617 +47%
BHB
33
Bank Hapoalim BM
Israel
$770K +$715K +13,301 New
PAG
34
Private Advisor Group
New Jersey
$766K +$712K +13,242 New
Barclays
35
Barclays
United Kingdom
$596K +$562K +10,465 New
OIA
36
Optimum Investment Advisors
Illinois
$594K +$196K +3,640 +55%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$569K +$4.03K +75 +0.8%
AA
38
Ancora Advisors
Ohio
$487K +$453K +8,422 New
OC
39
Oppenheimer & Co
New York
$364K +$338K +6,291 New
HFS
40
HL Financial Services
Kentucky
$345K -$25.1K -468 -7%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$335K +$148K +2,761 +91%
CWM
42
Concert Wealth Management
California
$311K +$290K +5,401 New
CNB
43
City National Bank
California
$290K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$255K -$237K -4,408 -50%
BGA
45
Belmont Global Advisors
Texas
$243K +$226K +4,200 New
Citigroup
46
Citigroup
New York
$216K +$107K +1,985 +113%
VKH
47
Virtu KCG Holdings
New York
$204K +$189K +3,522 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$168K +$126K +2,346 +423%
Creative Planning
49
Creative Planning
Kansas
$137K +$54.9K +1,021 +76%
AIG
50
American International Group
New York
$87.2K -$16.8K -312 -17%
1
2
3

DFE Hedge Fund Activity: Q4 2013 in Review

56 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2013, worth a combined $252M — up 226% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFE positions and 6 closed out — a net gain of 12 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Spruce Investment Advisors, opening a new position worth an estimated $36.1M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $597K sold.

  • 56 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2013, up from 46 in Q3 2013.
  • Funds reported $252M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2013, up 226% quarter-over-quarter.
  • 18 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2013 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2013 was Spruce Investment Advisors, an estimated $36.1M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2013 was JP Morgan Private Wealth Advisors, an estimated $597K sold.

Based on aggregated 13F filings for Q4 2013.