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WisdomTree Europe SmallCap Dividend Fund

114 hedge funds and large institutions have $467M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $397M → $467M (+$70.3M)

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

7% more funds holding

Funds holding: 107114 (+7)

0.79% less ownership

Funds ownership: 42.72%41.93% (-0.79%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
14
Increased
39
Reduced
34
Closed
6
Calls
$806K
Puts
Net Calls
+$806K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.57M -$7.98K -119 -0.2%
CLOS
27
Compagnie Lombard Odier SCmA
Switzerland
$3.35M
PCM
28
Perritt Capital Management
Illinois
$3.29M +$104K +1,545 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.18M +$409K +6,094 +15%
IAS
30
IMA Advisory Services
Colorado
$3.03M -$331K -4,932 -10%
HCM
31
Harvest Capital Management
New Hampshire
$2.82M -$136K -2,025 -5%
AA
32
Ancora Advisors
Ohio
$2.77M
GCA
33
Greenwood Capital Associates
South Carolina
$2.62M +$2.52M +37,646 New
CA
34
Cetera Advisors
Colorado
$2.39M -$55.8K -832 -2%
AG
35
Advisor Group
Arizona
$2.21M -$272K -4,054 -11%
CA
36
Cumberland Advisors
Florida
$2.04M -$213K -3,170 -10%
UCFA
37
United Capital Financial Advisors
Texas
$2.03M -$124K -1,854 -6%
ACM
38
Avalon Capital Management
California
$1.98M -$5.63K -84 -0.3%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.91M
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.89M +$767K +11,437 +72%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.88M +$992K +14,800 +121%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.77M -$803K -11,974 -32%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.6M -$82.5K -1,230 -5%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.36M -$87.4K -1,304 -6%
GEM
45
Global Endowment Management
North Carolina
$1.25M
SWP
46
Stratos Wealth Partners
Ohio
$1.21M +$240K +3,575 +26%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$1.18M -$58.1K -867 -5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$983K +$70.3K +1,049 +8%
VFA
49
Voya Financial Advisors
Connecticut
$920K +$148K +2,212 +20%
SC
50
Scotia Capital
Ontario, Canada
$878K +$525K +7,829 +163%

DFE Hedge Fund Activity: Q3 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2017, worth a combined $467M — up 18% from $397M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $25.9M. The largest seller was Citigroup, cutting an estimated $23.2M.

  • 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $467M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2017, up 18% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $25.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2017 was Citigroup, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2017.