WisdomTree Europe SmallCap Dividend Fund
DFE
114 hedge funds and large institutions have $253M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 49 reducing their positions, and 29 closing their positions.
2.55% less ownership
Funds ownership: 39.68% → 37.14% (-2.5%)
7% less funds holding
Funds holding: 123 → 114 (-9)
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
32% less capital invested
Capital invested by funds: $369M → $253M (-$117M)
47% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 49
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.09M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.6M |
| 4 |
Bank of New York Mellon
New York
|
+$4.01M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$37.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$8.17M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$6.3M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$3.8M |
DFE Hedge Fund Activity: Q4 2018 in Review
114 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2018, worth a combined $253M — down 32% from $369M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of DFE and 20 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 26 added.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.74M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.
- 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2018, down from 123 in Q3 2018.
- Funds reported $253M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2018, down 32% quarter-over-quarter.
- 20 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2018 and 29 closed out, a net change of -9 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2018 was HighTower Advisors, an estimated $6.74M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2018 was Morgan Stanley, an estimated $37.2M sold.
Based on aggregated 13F filings for Q4 2018.