We are live on ! Find out more
DFE icon

WisdomTree Europe SmallCap Dividend Fund

79 hedge funds and large institutions have $86.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% less ownership

Funds ownership: 28.74%28.12% (-0.62%)

4% less capital invested

Capital invested by funds: $90.5M → $86.9M (-$3.59M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 8079 (-1)

75% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 32

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$369K +$369K +6,934 New
FTUS
27
Flow Traders U.S.
New York
$349K +$349K +6,569 New
Citadel Advisors
28
Citadel Advisors
Florida
$348K -$3M -56,365 -90%
BP
29
Ballentine Partners
Massachusetts
$343K
GBA
30
Garrison Bradford & Associates
New York
$340K
OMC
31
Old Mission Capital
Illinois
$317K +$317K +5,961 New
NFG
32
Next Financial Group
Texas
$315K -$1.36M -25,604 -81%
AFAS
33
Acorn Financial Advisory Services
Virginia
$296K -$53 -1 -0%
VFA
34
Voya Financial Advisors
Connecticut
$277K -$31.3K -589 -10%
Truist Financial
35
Truist Financial
North Carolina
$237K -$43.8K -823 -16%
IWS
36
Insight Wealth Strategies
California
$231K -$17.9K -337 -7%
FHC
37
First Heartland Consultants
Missouri
$220K
SAM
38
Seelaus Asset Management
New Jersey
$216K
Baird Financial Group
39
Baird Financial Group
Wisconsin
$214K -$27.2K -512 -11%
WKWM
40
Walter & Keenan Wealth Management
Indiana
$213K +$213K +4,000 New
MML Investors Services
41
MML Investors Services
Massachusetts
$212K -$29.3K -550 -12%
ASN
42
Advisory Services Network
Georgia
$189K -$112K -2,097 -37%
WT
43
Whittier Trust
California
$140K -$58.6K -1,101 -30%
JP Morgan Chase
44
JP Morgan Chase
New York
$90K
APA
45
American Portfolios Advisors
New York
$89.6K -$29K -545 -24%
QCG
46
Quadrant Capital Group
Ohio
$64K -$175K -3,299 -73%
Citigroup
47
Citigroup
New York
$60K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$60K
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
MWC
50
MBM Wealth Consultants
Missouri
$43K

DFE Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2020, worth a combined $86.9M — down 4% from $90.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DFE and 10 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 8 added.

The largest buyer was Courier Capital, adding an estimated $1.67M. The largest seller was Citadel Advisors, cutting an estimated $3M.

  • 79 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2020, down from 80 in Q2 2020.
  • Funds reported $86.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2020, down 4% quarter-over-quarter.
  • 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2020 and 11 closed out, a net change of -1 holder.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2020 was Courier Capital, an estimated $1.67M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2020 was Citadel Advisors, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2020.