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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

73 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$38.4M
2
TC
2
TownSquare Capital
Utah
$5.58M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$2.28M
5
WAG
5
Wallace Advisory Group
California
$1.04M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.04M
2
OMC
2
Old Mission Capital
Illinois
$588K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
Intercontinental Wealth Advisors
Texas
$505K – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$496K +$77.7K +1,332 +19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$459K -$120K -2,066 -21%
SWP
29
Stratos Wealth Partners
Ohio
$424K – – –
BP
30
Ballentine Partners
Massachusetts
$376K – – –
FP
31
Financial Perspectives
Minnesota
$319K +$2.04K +35 +0.6%
Ameriprise
32
Ameriprise
Minnesota
$293K +$17.4K +298 +6%
Creative Planning
33
Creative Planning
Kansas
$289K – – –
TA
34
TFG Advisers
Michigan
$287K -$19.9K -341 -6%
ASN
35
Advisory Services Network
Georgia
$269K +$16.3K +280 +6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$237K +$29.1K +500 +14%
SLT
37
St Louis Trust
Missouri
$231K – – –
MG
38
Mather Group
Illinois
$219K +$219K +3,751 New
PWAG
39
Polaris Wealth Advisory Group
California
$210K -$2.57K -44 -1%
Osaic Holdings
40
Osaic Holdings
Arizona
$199K -$36.6K -627 -15%
FCA
41
FinTrust Capital Advisors
South Carolina
$137K – – –
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$121K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$101K -$11.7K -200 -10%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$78.7K -$6.29K -90 -7%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$66.1K – – –
IAS
46
IMA Advisory Services
Colorado
$58.3K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$40.8K – – –
MTC
48
Matrix Trust Company
Colorado
$39K +$39K +666 New
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$36.4K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$23.7K -$10.8K -179 -31%
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