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WisdomTree Europe SmallCap Dividend Fund
DFE

85 hedge funds and large institutions have $127M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $119M → $127M (+$8.68M)

4% more funds holding

Funds holding: 82 → 85 (+3)

3.35% more ownership

Funds ownership: 35.2% → 38.55% (+3.4%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$5.58M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.74M
3
Jane Street
Jane Street
New York
+$3.35M
4
Wells Fargo
Wells Fargo
California
+$1.7M
5
Bank of America
Bank of America
North Carolina
+$1.55M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.38M
2
Ameriprise
Ameriprise
Minnesota
-$2.09M
3
SFG
Sovereign Financial Group
Connecticut
-$1.01M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$771K
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$511K -$2.09M -27,581 -79%
GBA
27
Garrison Bradford & Associates
New York
$467K -$113K -1,500 -19%
BP
28
Ballentine Partners
Massachusetts
$463K – – –
FP
29
Financial Perspectives
Minnesota
$463K +$1.66K +22 +0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$457K -$147K -1,943 -23%
Creative Planning
31
Creative Planning
Kansas
$403K – – –
AFAS
32
Acorn Financial Advisory Services
Virginia
$381K +$2.42K +32 +0.6%
Vontobel Holding
33
Vontobel Holding
Switzerland
$335K +$353K +4,661 New
CAN
34
Cetera Advisor Networks
California
$332K -$38.7K -511 -10%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$321K +$18.1K +239 +6%
Truist Financial
36
Truist Financial
North Carolina
$284K -$13.2K -175 -4%
SAM
37
Seelaus Asset Management
New Jersey
$270K -$7.72K -102 -3%
BIA
38
Barry Investment Advisors
Massachusetts
$262K +$1.14K +15 +0.4%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$246K – – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$243K – – –
ASN
41
Advisory Services Network
Georgia
$239K -$4.54K -60 -2%
SI
42
Stephens Inc
Arkansas
$238K +$378 +5 +0.2%
MML Investors Services
43
MML Investors Services
Massachusetts
$229K -$2.95K -39 -1%
FCA
44
FinTrust Capital Advisors
South Carolina
$180K – – –
APA
45
American Portfolios Advisors
New York
$165K +$32.9K +435 +23%
WT
46
Whittier Trust
California
$165K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$154K +$162K +2,146 New
JP Morgan Chase
48
JP Morgan Chase
New York
$137K +$5.45K +72 +4%
GPA
49
Guidance Point Advisors
Massachusetts
$131K +$138K +1,830 New
NFG
50
Next Financial Group
Texas
$111K -$6.81K -90 -5%
1
2
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DFE Hedge Fund Activity: Q3 2021 in Review

85 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2021, worth a combined $127M — up 7.3% from $119M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFE positions and 2 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Susquehanna International Group, cutting an estimated $2.38M.

  • 85 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2021, up from 82 in Q2 2021.
  • Funds reported $127M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2021, up 7.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2021 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2021 was Flow Traders U.S., an estimated $5.58M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2021 was Susquehanna International Group, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2021.