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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

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.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
3.17%
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
1
Morgan Stanley
New York
$140M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.7M
3
Wells Fargo
3
Wells Fargo
California
$33M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.92M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$2.38M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$22.1M
3
FPCM
3
Financial Partners Capital Management
New York
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$19.3M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.64M +$376K +5,377 +12%
Citigroup
27
Citigroup
New York
$3.55M +$138K +1,969 +4%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$3.37M -$3.37M -48,200 -50%
KCM
29
Karp Capital Management
California
$3.03M -$3.15K -45 -0.1%
IAS
30
IMA Advisory Services
Colorado
$2.93M -$33.9K -485 -1%
AA
31
Ancora Advisors
Ohio
$2.79M -$2.1K -30 -0.1%
HCM
32
Harvest Capital Management
New Hampshire
$2.71M -$66.1K -945 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.59M +$505K +7,227 +24%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.43M +$2.06M +29,418 +546%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$2.38M +$2.38M +33,967 New
CA
36
Cetera Advisors
Colorado
$2.33M +$2.33M +33,308 New
AG
37
Advisor Group
Arizona
$2.16M -$85.1K -1,217 -4%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$2.07M +$2.06M +29,502 +19,538%
CA
39
Cumberland Advisors
Florida
$2M -$144K -2,060 -7%
LWS
40
Lucia Wealth Services
California
$1.9M +$1.46M +20,857 +333%
NFG
41
Next Financial Group
Texas
$1.67M +$1.67M +23,937 New
RWP
42
RWA Wealth Partners
Massachusetts
$1.57M -$2.04M -29,221 -57%
UCFA
43
United Capital Financial Advisors
Texas
$1.55M -$126K -1,806 -8%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.39M +$119K +1,706 +9%
SWP
45
Stratos Wealth Partners
Ohio
$1.36M +$177K +2,529 +15%
SC
46
Scotia Capital
Ontario, Canada
$1.34M +$353K +5,051 +36%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.3M -$64K -916 -5%
GEM
48
Global Endowment Management
North Carolina
$1.26M – – –
DG
49
Delek Group
Israel
$1.21M +$121K +1,730 +11%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.09M -$48.5K -693 -4%
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