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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

95 hedge funds and large institutions have $396M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
42
Reduced
17
Closed
12
Calls
$366K
Puts
$9.28M
Net Calls
-$8.92M
Net Calls Change
-$4.37M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$70.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.3M
3
Wells Fargo
3
Wells Fargo
California
$16.5M
4
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$9.42M
5
BWM
5
Braver Wealth Management
Massachusetts
$4.05M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
HI
2
Horizon Investments
North Carolina
$0
3
VC
3
Vicus Capital
Pennsylvania
$2.29M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.79M +$72.2K +1,264 +3%
NFC
27
Northeast Financial Consultants
Connecticut
$2.74M +$149K +2,600 +6%
Goldman Sachs
28
Goldman Sachs
New York
$2.59M +$2.59M +45,369 New
WPIC
29
White Pine Investment Company
Michigan
$2.44M +$11.9K +208 +0.5%
AA
30
Ancora Advisors
Ohio
$2.31M +$2.31M +40,386 New
VC
31
Vicus Capital
Pennsylvania
$2.29M -$7.64M -133,596 -77%
SG Americas Securities
32
SG Americas Securities
New York
$2.25M +$1.25M +21,852 +124%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.11M -$454K -7,938 -18%
Ameriprise
34
Ameriprise
Minnesota
$1.8M +$425K +7,403 +31%
RJA
35
Raymond James & Associates
Florida
$1.78M +$1.78M +31,144 New
VAM
36
Verity Asset Management
North Carolina
$1.71M +$6.4K +112 +0.4%
EVM
37
Eaton Vance Management
Massachusetts
$1.62M +$396K +6,925 +32%
PCM
38
Perritt Capital Management
Illinois
$1.44M +$1.44M +25,162 New
CA
39
Cetera Advisors
Colorado
$1.29M +$233K +4,089 +22%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.21M +$756K +13,210 +167%
Citadel Advisors
41
Citadel Advisors
Florida
$1.11M +$276K +4,827 +33%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.1M -$3.12M -54,593 -74%
GEM
43
Global Endowment Management
North Carolina
$1.03M – – –
VKH
44
Virtu KCG Holdings
New York
$991K +$991K +17,345 New
US Bancorp
45
US Bancorp
Minnesota
$957K -$12.9K -225 -1%
CS
46
Credit Suisse
Switzerland
$893K +$298K +5,218 +50%
UCFA
47
United Capital Financial Advisors
Texas
$887K +$109K +1,911 +14%
SC
48
Scotia Capital
Ontario, Canada
$828K +$419K +7,337 +102%
Citigroup
49
Citigroup
New York
$745K -$35.1K -613 -4%
BC
50
Brinker Capital
Pennsylvania
$703K +$10K +175 +1%
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