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WisdomTree Europe SmallCap Dividend Fund

114 hedge funds and large institutions have $218M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

6% more funds holding

Funds holding: 108114 (+6)

1.95% less ownership

Funds ownership: 38.4%36.46% (-1.9%)

16% less capital invested

Capital invested by funds: $258M → $218M (-$40.2M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
23
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.58M +$1.6M +27,115 New
IAS
27
IMA Advisory Services
Colorado
$1.49M -$28.6K -483 -2%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$1.36M +$32.5K +550 +2%
RJA
29
Raymond James & Associates
Florida
$1.34M +$15.1K +255 +1%
FPIS
30
Financial Planning & Information Services
Wisconsin
$1.22M +$118K +1,997 +11%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.18M -$46.6K -788 -4%
SWP
32
Stratos Wealth Partners
Ohio
$1.16M -$47.6K -805 -4%
WT
33
Whittier Trust
California
$1.08M -$172K -2,903 -14%
VFA
34
Voya Financial Advisors
Connecticut
$932K +$38.7K +654 +4%
TA
35
TFG Advisers
Michigan
$923K -$66.4K -1,123 -7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$688K -$74.7K -1,262 -10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$648K +$353K +5,967 +116%
ASN
38
Advisory Services Network
Georgia
$603K -$51.2K -865 -8%
Stifel Financial
39
Stifel Financial
Missouri
$557K +$145K +2,457 +35%
Prudential Financial
40
Prudential Financial
New Jersey
$523K -$64.7K -1,093 -11%
UCFA
41
United Capital Financial Advisors
Texas
$520K -$54.4K -920 -9%
CFD
42
Creative Financial Designs
Indiana
$506K -$54.7K -925 -10%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$494K +$2.37K +40 +0.5%
SS
44
Sunbelt Securities
Texas
$477K -$201K -3,401 -29%
SC
45
Scotia Capital
Ontario, Canada
$454K -$555K -9,384 -55%
CCFM
46
Clear Creek Financial Management
Washington
$437K +$444K +7,503 New
BA
47
Boston Advisors
Massachusetts
$398K
AG
48
Advisor Group
Arizona
$395K -$1.5M -25,294 -79%
BTS
49
BB&T Securities
Virginia
$387K -$2.22M -37,571 -85%
BP
50
Ballentine Partners
Massachusetts
$376K

DFE Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2019, worth a combined $218M — down 16% from $258M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFE positions and 14 closed out — a net gain of 7 holders — while 23 added to existing stakes and 45 trimmed.

The largest buyer was Next Financial Group, opening a new position worth an estimated $1.92M. The largest seller was UBS Group, cutting an estimated $16.1M.

  • 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2019, up from 108 in Q1 2019.
  • Funds reported $218M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2019, down 16% quarter-over-quarter.
  • 21 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2019 and 14 closed out, a net change of +7 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2019 was Next Financial Group, an estimated $1.92M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2019 was UBS Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2019.