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WisdomTree Europe SmallCap Dividend Fund

63 hedge funds and large institutions have $54.8M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% less ownership

Funds ownership: 40.5%30.59% (-9.9%)

13% less funds holding

Funds holding: 7263 (-9)

41% less capital invested

Capital invested by funds: $92.8M → $54.8M (-$38M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
25
Closed
10
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$426K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
26
Financial Perspectives
Minnesota
$244K -$63.9K -1,195 -18%
Creative Planning
27
Creative Planning
Kansas
$238K
Osaic Holdings
28
Osaic Holdings
Arizona
$217K -$18.4K -344 -7%
Ameriprise
29
Ameriprise
Minnesota
$213K -$48.5K -907 -16%
AFAS
30
Acorn Financial Advisory Services
Virginia
$211K -$5.4K -101 -2%
ASN
31
Advisory Services Network
Georgia
$205K +$10.7K +200 +5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$148K +$17.8K +333 +11%
FCA
33
FinTrust Capital Advisors
South Carolina
$119K
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$94K -$2.73K -51 -2%
WT
35
Whittier Trust
California
$93K -$12.7K -237 -10%
JP Morgan Chase
36
JP Morgan Chase
New York
$78K
TWC
37
TD Waterhouse Canada
Ontario, Canada
$68.6K +$38.3K +715 +143%
IA
38
IFP Advisors
Florida
$54K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$52K
APA
40
American Portfolios Advisors
New York
$49.4K -$30.3K -566 -34%
IAS
41
IMA Advisory Services
Colorado
$45K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$28K +$5.35K +100 +19%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$14K
WB
44
West Bancorporation
Iowa
$14K
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$161 +3 +1%
SWM
46
Spire Wealth Management
Virginia
$12K -$37.7K -704 -73%
FFA
47
Founders Financial Alliance
North Carolina
$8K +$107 +2 +1%
SIC
48
Salem Investment Counselors
North Carolina
$7K
WT
49
Washington Trust
Rhode Island
$7K
WTC
50
WhitTier Trust Company
Nevada
$7K

DFE Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2022, worth a combined $54.8M — down 41% from $92.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DFE and 1 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 12 added.

The largest buyer was Courier Capital, adding an estimated $1.06M. The largest seller was Jane Street, cutting an estimated $16.8M.

  • 63 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2022, down from 72 in Q2 2022.
  • Funds reported $54.8M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2022, down 41% quarter-over-quarter.
  • 1 fund opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2022 and 10 closed out, a net change of -9 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2022 was Courier Capital, an estimated $1.06M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2022 was Jane Street, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.