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WisdomTree Europe SmallCap Dividend Fund
DFE

82 hedge funds and large institutions have $100M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% less ownership

Funds ownership: 35.98% → 34.2% (-1.8%)

5% less funds holding

Funds holding: 86 → 82 (-4)

15% less capital invested

Capital invested by funds: $118M → $100M (-$18M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.6M
2
Jane Street
Jane Street
New York
+$2.98M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.79M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$2.12M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.63M
3
Wells Fargo
Wells Fargo
California
-$3.33M
4
Bank of America
Bank of America
North Carolina
-$3.03M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$459K +$471K +6,834 New
Ameriprise
27
Ameriprise
Minnesota
$452K -$7.1K -103 -2%
GBA
28
Garrison Bradford & Associates
New York
$437K – – –
FP
29
Financial Perspectives
Minnesota
$435K +$690 +10 +0.2%
BP
30
Ballentine Partners
Massachusetts
$434K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$378K -$3.63M -52,658 -90%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$360K +$56.3K +816 +18%
Creative Planning
33
Creative Planning
Kansas
$353K -$18.9K -274 -5%
AFAS
34
Acorn Financial Advisory Services
Virginia
$320K -$13.7K -199 -4%
ASN
35
Advisory Services Network
Georgia
$291K – – –
SLT
36
St Louis Trust
Missouri
$267K – – –
HSBC Holdings
37
HSBC Holdings
United Kingdom
$230K – – –
SI
38
Stephens Inc
Arkansas
$223K +$207 +3 +0.1%
Truist Financial
39
Truist Financial
North Carolina
$215K -$51.7K -750 -19%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$203K -$11.9K -172 -5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$198K +$25.7K +373 +14%
Nomura Asset Management
42
Nomura Asset Management
Japan
$186K – – –
FCA
43
FinTrust Capital Advisors
South Carolina
$168K – – –
WT
44
Whittier Trust
California
$155K – – –
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$147K -$2.61M -37,896 -95%
JP Morgan Chase
46
JP Morgan Chase
New York
$116K -$2.83K -41 -2%
APA
47
American Portfolios Advisors
New York
$110K +$2.76K +40 +3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$76K – – –
IAS
49
IMA Advisory Services
Colorado
$67K – – –
SWM
50
Spire Wealth Management
Virginia
$66K +$2.14K +31 +3%
1
2
3 4

DFE Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2022, worth a combined $100M — down 15% from $118M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DFE and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Bank of New York Mellon, adding an estimated $3.6M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.

  • 82 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2022, down from 86 in Q4 2021.
  • Funds reported $100M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2022 and 9 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2022 was Bank of New York Mellon, an estimated $3.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2022 was Morgan Stanley, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2022.