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WisdomTree Europe SmallCap Dividend Fund
DFE

72 hedge funds and large institutions have $92.8M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.31% more ownership

Funds ownership: 34.2% → 40.5% (+6.3%)

7% less capital invested

Capital invested by funds: $100M → $92.8M (-$7.21M)

12% less funds holding

Funds holding: 82 → 72 (-10)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
72
Holders Change
-10
Holders Change %
-12.2%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
20
Closed
13
Calls
–
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$215K

Top Buyers

1
Jane Street
Jane Street
New York
+$16.7M
2
OMC
Old Mission Capital
Illinois
+$2M
3
Bank of America
Bank of America
North Carolina
+$389K
4
CC
Courier Capital
New York
+$247K
5
RJA
Raymond James & Associates
Florida
+$49.1K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.57M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.15M
4
Morgan Stanley
Morgan Stanley
New York
-$968K
5
MFWM
Motley Fool Wealth Management
Virginia
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
26
Garrison Bradford & Associates
New York
$359K – – –
BP
27
Ballentine Partners
Massachusetts
$356K – – –
Baird Financial Group
28
Baird Financial Group
Wisconsin
$310K +$16.3K +260 +5%
Ameriprise
29
Ameriprise
Minnesota
$309K -$69.6K -1,113 -17%
Creative Planning
30
Creative Planning
Kansas
$290K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$282K -$31.6K -506 -9%
AFAS
32
Acorn Financial Advisory Services
Virginia
$263K +$875 +14 +0.3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$248K -$1.57M -25,077 -85%
ASN
34
Advisory Services Network
Georgia
$239K – – –
SLT
35
St Louis Trust
Missouri
$219K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$163K – – –
Nomura Asset Management
37
Nomura Asset Management
Japan
$152K – – –
FCA
38
FinTrust Capital Advisors
South Carolina
$139K – – –
WT
39
Whittier Trust
California
$127K – – –
MIFH
40
Migdal Insurance & Financial Holdings
Israel
$118K -$3.19K -51 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$96K – – –
APA
42
American Portfolios Advisors
New York
$91.5K +$1.56K +25 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$62K – – –
IAS
44
IMA Advisory Services
Colorado
$55K – – –
IA
45
IFP Advisors
Florida
$54K – – –
SWM
46
Spire Wealth Management
Virginia
$53K -$438 -7 -0.7%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$37K – – –
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$29K -$6.88K -110 -17%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
TWC
50
TD Waterhouse Canada
Ontario, Canada
$27.5K – – –
1
2
3 4

DFE Hedge Fund Activity: Q2 2022 in Review

72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2022, worth a combined $92.8M — down 7.2% from $100M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DFE and 3 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $16.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 72 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2022, down from 82 in Q1 2022.
  • Funds reported $92.8M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2022, down 7.2% quarter-over-quarter.
  • 3 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2022 and 13 closed out, a net change of -10 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2022 was Jane Street, an estimated $16.7M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2022 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2022.