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WisdomTree Europe SmallCap Dividend Fund
DFE

83 hedge funds and large institutions have $119M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 35.24% → 37.49% (+2.2%)

30% less funds holding

Funds holding: 118 → 83 (-35)

43% less capital invested

Capital invested by funds: $209M → $119M (-$89.6M)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

75% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
-35
Holders Change %
-29.66%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
14
Reduced
34
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HC
HNP Capital
New York
+$11.3M
2
Jane Street
Jane Street
New York
+$6.87M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.09M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
2
Morgan Stanley
Morgan Stanley
New York
-$7.54M
3
UBS Group
UBS Group
Switzerland
-$5.34M
4
PCM
Perritt Capital Management
Illinois
-$4.25M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$621K +$864K +15,275 New
FTUS
27
Flow Traders U.S.
New York
$618K +$860K +15,196 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$586K -$1.84M -32,458 -69%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$527K -$189K -3,335 -20%
TA
30
TFG Advisers
Michigan
$512K -$8.09K -143 -1%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$504K -$509K -8,990 -42%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$478K +$12.5K +221 +2%
FP
33
Financial Perspectives
Minnesota
$440K -$43.5K -769 -7%
IWA
34
Intercontinental Wealth Advisors
Texas
$352K +$489K +8,653 New
CCFM
35
Clear Creek Financial Management
Washington
$302K +$5.2K +92 +1%
VSWA
36
Vontobel Swiss Wealth Advisors
Switzerland
$274K +$99.1K +1,752 +35%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$267K +$64.9K +1,147 +21%
BP
38
Ballentine Partners
Massachusetts
$262K – – –
GBA
39
Garrison Bradford & Associates
New York
$260K – – –
ASN
40
Advisory Services Network
Georgia
$240K -$85K -1,502 -20%
MML Investors Services
41
MML Investors Services
Massachusetts
$239K -$1.54M -27,274 -82%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$239K -$7.07K -125 -2%
WT
43
Whittier Trust
California
$231K -$109K -1,920 -25%
AFAS
44
Acorn Financial Advisory Services
Virginia
$226K +$17.1K +303 +6%
Truist Financial
45
Truist Financial
North Carolina
$224K -$46.9K -829 -13%
APA
46
American Portfolios Advisors
New York
$140K -$1.98K -35 -1%
FCA
47
FinTrust Capital Advisors
South Carolina
$102K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$82K +$94.1K +1,663 +421%
JP Morgan Chase
49
JP Morgan Chase
New York
$69K – – –
Citigroup
50
Citigroup
New York
$57K -$4.24K -75 -5%
1
2
3 4 5

DFE Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2020, worth a combined $119M — down 43% from $209M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DFE and 11 opened new positions — a net loss of 33 holders — while 34 trimmed existing stakes and 14 added.

The largest buyer was HNP Capital, opening a new position worth an estimated $11.3M. The largest seller was HighTower Advisors, exiting entirely with an estimated $14.2M sold.

  • 83 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $119M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2020, down 43% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2020 and 44 closed out, a net change of -33 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2020 was HNP Capital, an estimated $11.3M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2020 was HighTower Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2020.