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WisdomTree Europe SmallCap Dividend Fund
DFE

75 hedge funds and large institutions have $95.3M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $86.9M → $95.3M (+$8.46M)

4.34% more ownership

Funds ownership: 28.12% → 32.46% (+4.3%)

5% less funds holding

Funds holding: 79 → 75 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

62% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 29

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.52M
2
MFWM
Motley Fool Wealth Management
Virginia
+$509K
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$324K
4
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
+$227K
5
BIA
Barry Investment Advisors
Massachusetts
+$207K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.13M
2
Morgan Stanley
Morgan Stanley
New York
-$4.54M
3
NCM
Noesis Capital Mangement
Florida
-$2.75M
4
Ameriprise
Ameriprise
Minnesota
-$1.73M
5
IAS
IMA Advisory Services
Colorado
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$416K – – –
Creative Planning
27
Creative Planning
Kansas
$415K -$28.8K -499 -7%
AFAS
28
Acorn Financial Advisory Services
Virginia
$353K -$5.78K -100 -2%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$343K -$136K -2,358 -31%
VFA
30
Voya Financial Advisors
Connecticut
$305K -$31.1K -539 -10%
NFG
31
Next Financial Group
Texas
$297K -$77.3K -1,337 -23%
Truist Financial
32
Truist Financial
North Carolina
$257K -$27.9K -482 -11%
SAM
33
Seelaus Asset Management
New Jersey
$256K -$5.78K -100 -2%
VSWA
34
Vontobel Swiss Wealth Advisors
Switzerland
$253K +$227K +3,925 New
JP Morgan Chase
35
JP Morgan Chase
New York
$239K +$116K +2,000 +118%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$237K -$20.1K -347 -9%
MML Investors Services
37
MML Investors Services
Massachusetts
$232K -$22.9K -397 -10%
BIA
38
Barry Investment Advisors
Massachusetts
$232K +$207K +3,589 New
ASN
39
Advisory Services Network
Georgia
$229K -$1.16K -20 -0.6%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$221K +$198K +3,421 New
SI
41
Stephens Inc
Arkansas
$213K +$190K +3,294 New
FHC
42
First Heartland Consultants
Missouri
$209K -$51.1K -884 -21%
FCA
43
FinTrust Capital Advisors
South Carolina
$161K – – –
WT
44
Whittier Trust
California
$149K -$18.7K -323 -12%
APA
45
American Portfolios Advisors
New York
$111K +$1.62K +28 +2%
QCG
46
Quadrant Capital Group
Ohio
$78K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$74K – – –
Citigroup
48
Citigroup
New York
$73K +$173 +3 +0.3%
IAS
49
IMA Advisory Services
Colorado
$70K -$1.21M -20,863 -95%
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$53K – – –
1
2
3 4

DFE Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2020, worth a combined $95.3M — up 9.7% from $86.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DFE and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, adding an estimated $5.52M. The largest seller was Jane Street, exiting entirely with an estimated $5.13M sold.

  • 75 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2020, down from 79 in Q3 2020.
  • Funds reported $95.3M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2020 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $5.52M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2020 was Jane Street, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2020.