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WisdomTree Europe SmallCap Dividend Fund
DFE

138 hedge funds and large institutions have $503M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $944K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $476M → $503M (+$27.3M)

5% more funds holding

Funds holding: 131 → 138 (+7)

0.57% more ownership

Funds ownership: 40.32% → 40.89% (+0.57%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
20
Increased
50
Reduced
35
Closed
11
Calls
$2.02M
Puts
$944K
Net Calls
+$1.07M
Net Calls Change
-$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.86M
3
Wells Fargo
Wells Fargo
California
+$5.43M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.67M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.44M

Top Sellers

1
PS
Portfolio Strategies
New York
-$4.91M
2
Bank of America
Bank of America
North Carolina
-$4.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.28M
4
FPCM
Financial Partners Capital Management
New York
-$4.27M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.64M +$386K +5,377 +12%
Citigroup
27
Citigroup
New York
$3.55M +$141K +1,969 +4%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$3.37M -$3.46M -48,200 -50%
KCM
29
Karp Capital Management
California
$3.03M -$3.23K -45 -0.1%
IAS
30
IMA Advisory Services
Colorado
$2.92M -$34.8K -485 -1%
AA
31
Ancora Advisors
Ohio
$2.79M -$2.15K -30 -0.1%
HCM
32
Harvest Capital Management
New Hampshire
$2.71M -$67.9K -945 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.59M +$519K +7,227 +24%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.43M +$2.11M +29,418 +546%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$2.38M +$2.44M +33,967 New
CA
36
Cetera Advisors
Colorado
$2.33M +$2.39M +33,308 New
AG
37
Advisor Group
Arizona
$2.16M -$87.4K -1,217 -4%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$2.07M +$2.12M +29,502 +19,538%
CA
39
Cumberland Advisors
Florida
$2M -$148K -2,060 -7%
LWS
40
Lucia Wealth Services
California
$1.9M +$1.5M +20,857 +333%
NFG
41
Next Financial Group
Texas
$1.67M +$1.72M +23,937 New
RWP
42
RWA Wealth Partners
Massachusetts
$1.57M -$2.1M -29,221 -57%
UCFA
43
United Capital Financial Advisors
Texas
$1.55M -$130K -1,806 -8%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.39M +$122K +1,706 +9%
SWP
45
Stratos Wealth Partners
Ohio
$1.36M +$182K +2,529 +15%
SC
46
Scotia Capital
Ontario, Canada
$1.34M +$363K +5,051 +36%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.3M -$65.8K -916 -5%
GEM
48
Global Endowment Management
North Carolina
$1.26M – – –
DG
49
Delek Group
Israel
$1.21M +$124K +1,730 +11%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.09M -$49.8K -693 -4%
1
2
3 4 5

DFE Hedge Fund Activity: Q1 2018 in Review

138 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2018, worth a combined $503M — up 5.7% from $476M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFE positions and 11 closed out — a net gain of 9 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $4.91M sold.

  • 138 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2018, up from 131 in Q4 2017.
  • Funds reported $503M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2018, up 5.7% quarter-over-quarter.
  • 20 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2018 and 11 closed out, a net change of +9 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2018 was Morgan Stanley, an estimated $21.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2018 was Portfolio Strategies, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2018.