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WisdomTree Europe SmallCap Dividend Fund
DFE

65 hedge funds and large institutions have $56.6M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 63 → 65 (+2)

3% more capital invested

Capital invested by funds: $54.8M → $56.6M (+$1.83M)

0.6% less ownership

Funds ownership: 30.59% → 30% (-0.6%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.92M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M
3
FTUS
Flow Traders U.S.
New York
+$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
+$852K
5
CCA
Conservest Capital Advisors
Pennsylvania
+$816K

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
-$9.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
Jane Street
Jane Street
New York
-$1.21M
4
UBS Group
UBS Group
Switzerland
-$596K
5
Bank of America
Bank of America
North Carolina
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
26
Financial Perspectives
Minnesota
$297K +$1.5K +29 +0.5%
TA
27
TFG Advisers
Michigan
$288K -$78.2K -1,514 -22%
Creative Planning
28
Creative Planning
Kansas
$271K -$15.5K -300 -6%
Ameriprise
29
Ameriprise
Minnesota
$258K +$930 +18 +0.4%
ASN
30
Advisory Services Network
Georgia
$237K -$10.3K -200 -4%
Osaic Holdings
31
Osaic Holdings
Arizona
$221K -$37.6K -728 -15%
SLT
32
St Louis Trust
Missouri
$217K +$205K +3,970 New
PWAG
33
Polaris Wealth Advisory Group
California
$210K +$188K +3,639 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$195K +$14.6K +283 +9%
FCA
35
FinTrust Capital Advisors
South Carolina
$137K – – –
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$114K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$106K +$10.3K +200 +12%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$81.6K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$62K – – –
IAS
40
IMA Advisory Services
Colorado
$54.7K – – –
USCWA
41
U.S. Capital Wealth Advisors
Texas
$49.2K +$46.5K +900 New
Simplex Trading
42
Simplex Trading
Illinois
$45K +$42.8K +829 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$38.3K +$36.2K +700 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$34.1K – – –
IA
45
IFP Advisors
Florida
$32K -$16.5K -320 -41%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$31.7K +$6.71K +130 +29%
WT
47
Whittier Trust
California
$20.8K -$87K -1,684 -82%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
SWM
49
Spire Wealth Management
Virginia
$15K – – –
FFA
50
Founders Financial Alliance
North Carolina
$10K +$52 +1 +0.5%
1
2
3

DFE Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2022, worth a combined $56.6M — up 3.3% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFE positions and 9 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.92M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $9.26M sold.

  • 65 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $56.6M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2022, up 3.3% quarter-over-quarter.
  • 12 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2022 was Old Mission Capital, an estimated $2.92M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2022 was Motley Fool Wealth Management, an estimated $9.26M sold.

Based on aggregated 13F filings for Q4 2022.