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WisdomTree Europe SmallCap Dividend Fund

80 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $95.3M → $108M (+$12.9M)

10.97% more ownership

Funds ownership: 32.46%43.43% (+11%)

7% more funds holding

Funds holding: 7580 (+5)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
15
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$503K +$2.03K +30 +0.4%
BP
27
Ballentine Partners
Massachusetts
$449K
Creative Planning
28
Creative Planning
Kansas
$413K -$33.9K -500 -8%
AFAS
29
Acorn Financial Advisory Services
Virginia
$368K -$12.9K -190 -3%
FHC
30
First Heartland Consultants
Missouri
$335K +$106K +1,570 +48%
VFA
31
Voya Financial Advisors
Connecticut
$326K
TCWM
32
Total Clarity Wealth Management
Illinois
$287K +$279K +4,114 New
SAM
33
Seelaus Asset Management
New Jersey
$269K -$6.77K -100 -3%
VSWA
34
Vontobel Swiss Wealth Advisors
Switzerland
$269K -$4.33K -64 -2%
Truist Financial
35
Truist Financial
North Carolina
$268K -$8.47K -125 -3%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$254K -$1.69K -25 -0.7%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$251K -$115K -1,701 -32%
BIA
38
Barry Investment Advisors
Massachusetts
$250K +$406 +6 +0.2%
MML Investors Services
39
MML Investors Services
Massachusetts
$239K -$10.5K -155 -4%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$238K
SI
41
Stephens Inc
Arkansas
$229K +$68 +1 +0%
ASN
42
Advisory Services Network
Georgia
$222K -$23.7K -350 -10%
JP Morgan Chase
43
JP Morgan Chase
New York
$198K -$57.6K -850 -23%
FCA
44
FinTrust Capital Advisors
South Carolina
$174K
WT
45
Whittier Trust
California
$160K
NFG
46
Next Financial Group
Texas
$143K -$172K -2,542 -55%
APA
47
American Portfolios Advisors
New York
$125K +$5.69K +84 +5%
QCG
48
Quadrant Capital Group
Ohio
$84K
Citigroup
49
Citigroup
New York
$79K -$203 -3 -0.3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$78K

DFE Hedge Fund Activity: Q1 2021 in Review

80 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2021, worth a combined $108M — up 13% from $95.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DFE positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $31.8M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.51M.

  • 80 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2021, up from 75 in Q4 2020.
  • Funds reported $108M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2021, up 13% quarter-over-quarter.
  • 8 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2021 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2021 was Financial Perspectives, an estimated $31.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2021 was Motley Fool Wealth Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.