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WisdomTree Europe SmallCap Dividend Fund

92 hedge funds and large institutions have $603M invested in WisdomTree Europe SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,600% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 1

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

139% more capital invested

Capital invested by funds: $252M → $603M (+$351M)

64% more funds holding

Funds holding: 5692 (+36)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.51% less ownership

Funds ownership: 40.56%40.05% (-0.51%)

Holders
92
Holders Change
+36
Holders Change %
+64.29%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
37
Increased
41
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
26
New York Life Investment Management
New York
$3.49M +$3.36M +55,829 New
SI
27
Stephens Inc
Arkansas
$3.46M -$8.07K -134 -0.2%
PFG
28
Pacific Financial Group
Washington
$3.33M +$3.21M +53,248 New
VC
29
Vicus Capital
Pennsylvania
$3.1M +$1.8M +29,943 +153%
SMM
30
Stadion Money Management
Georgia
$2.7M +$2.6M +43,123 New
AA
31
Ancora Advisors
Ohio
$2.69M +$2.08M +34,525 +410%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.66M +$1.7M +28,265 +197%
CCT
33
Country Club Trust
Missouri
$2.27M +$2.19M +36,385 New
PI
34
Placemark Investments
Illinois
$1.98M +$483K +8,023 +34%
FHC
35
First Heartland Consultants
Missouri
$1.77M +$68.2K +1,131 +4%
Barclays
36
Barclays
United Kingdom
$1.61M +$934K +15,498 +148%
EVM
37
Eaton Vance Management
Massachusetts
$1.57M +$39.2K +650 +3%
Creative Planning
38
Creative Planning
Kansas
$1.52M +$1.32M +21,869 +922%
BCM
39
Barometer Capital Management
Ontario, Canada
$1.48M
IPC
40
Independent Portfolio Consultants
Florida
$1.35M +$1.31M +21,660 New
GCA
41
Greenwood Capital Associates
South Carolina
$1.33M +$1.28M +21,314 New
SB
42
Suntrust Banks
Georgia
$1.21M -$257K -4,260 -18%
VKH
43
Virtu KCG Holdings
New York
$1.18M +$925K +15,349 +436%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.13M -$1.55M -25,786 -59%
ACM
45
Aviance Capital Management
Florida
$1.13M +$1.08M +18,002 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1.09M -$64.9K -1,077 -6%
RJA
47
Raymond James & Associates
Florida
$1.08M +$1.04M +17,336 New
OC
48
Oppenheimer & Co
New York
$1.08M +$658K +10,920 +174%
US Bancorp
49
US Bancorp
Minnesota
$1.04M +$20K +332 +2%
BHB
50
Bank Hapoalim BM
Israel
$1.03M +$195K +3,235 +24%

DFE Hedge Fund Activity: Q1 2014 in Review

92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2014, worth a combined $603M — up 139% from $252M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFE positions and 1 closed out — a net gain of 36 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was UBS, adding an estimated $56.8M. The largest seller was Susquehanna International Group, cutting an estimated $1.55M.

  • 92 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2014, up from 56 in Q4 2013.
  • Funds reported $603M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2014, up 139% quarter-over-quarter.
  • 37 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2014 and 1 closed out, a net change of +36 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2014 was UBS, an estimated $56.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2014 was Susquehanna International Group, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2014.