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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

102 hedge funds and large institutions have $420M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
39
Reduced
25
Closed
6
Calls
$1.44M
Puts
$2.74M
Net Calls
-$1.29M
Net Calls Change
+$7.62M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.9M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$7.6M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$6.23M
4
BWM
4
Braver Wealth Management
Massachusetts
$10M
5
Bank of America
5
Bank of America
North Carolina
$35.5M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.44M
4
Creative Planning
4
Creative Planning
Kansas
$200K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$3.36M 62,384 -189 -0.3%
GAM
27
Gemmer Asset Management
California
$3.2M 59,422 – –
VSWA
28
Vontobel Swiss Wealth Advisors
Switzerland
$3.09M 58,717 -19,592 -25%
SG Americas Securities
29
SG Americas Securities
New York
$3.06M 56,910 +17,485 +44%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.78M 51,584 +2,775 +6%
NFC
31
Northeast Financial Consultants
Connecticut
$2.54M 47,210 -800 -2%
WPIC
32
White Pine Investment Company
Michigan
$2.3M 42,784 +16 +0%
AA
33
Ancora Advisors
Ohio
$2.18M 40,400 +14 +0%
EVM
34
Eaton Vance Management
Massachusetts
$2.13M 39,580 +11,255 +40%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.13M 39,463 +20,197 +105%
RJA
36
Raymond James & Associates
Florida
$1.85M 34,404 +3,260 +10%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.79M 33,172 +12,050 +57%
IAS
38
IMA Advisory Services
Colorado
$1.74M 33,000 +33,000 New
AIG
39
American International Group
New York
$1.71M 31,767 +24,883 +361%
Ameriprise
40
Ameriprise
Minnesota
$1.59M 29,604 -1,689 -5%
PCM
41
Perritt Capital Management
Illinois
$1.37M 25,489 +327 +1%
CA
42
Cetera Advisors
Colorado
$1.23M 22,957 +318 +1%
UCFA
43
United Capital Financial Advisors
Texas
$1.19M 22,076 +6,551 +42%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.13M 20,917 -15,938 -43%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$1.11M 20,552 +20,552 New
GEM
46
Global Endowment Management
North Carolina
$969K 18,000 – –
US Bancorp
47
US Bancorp
Minnesota
$937K 17,416 +666 +4%
VAM
48
Verity Asset Management
North Carolina
$799K 14,846 -14,985 -50%
SC
49
Scotia Capital
Ontario, Canada
$741K 13,759 -739 -5%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$656K 12,180 +1,070 +10%
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