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WisdomTree Europe SmallCap Dividend Fund
DFE

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.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

90% more capital invested

Capital invested by funds: $56.6M → $108M (+$51.3M)

13.52% more ownership

Funds ownership: 30% → 43.52% (+14%)

12% more funds holding

Funds holding: 65 → 73 (+8)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.16%
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

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$38.6M
2
TC
TownSquare Capital
Utah
+$5.61M
3
Morgan Stanley
Morgan Stanley
New York
+$4.9M
4
Bank of America
Bank of America
North Carolina
+$1.29M
5
WAG
Wallace Advisory Group
California
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.96M
2
OMC
Old Mission Capital
Illinois
-$2.72M
3
FTUS
Flow Traders U.S.
New York
-$1.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$902K
5
UBS Group
UBS Group
Switzerland
-$672K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
26
Intercontinental Wealth Advisors
Texas
$505K – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$496K +$78.1K +1,332 +19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$459K -$121K -2,066 -21%
SWP
29
Stratos Wealth Partners
Ohio
$424K – – –
BP
30
Ballentine Partners
Massachusetts
$376K – – –
FP
31
Financial Perspectives
Minnesota
$319K +$2.05K +35 +0.6%
Ameriprise
32
Ameriprise
Minnesota
$293K +$17.5K +298 +6%
Creative Planning
33
Creative Planning
Kansas
$289K – – –
TA
34
TFG Advisers
Michigan
$287K -$20K -341 -6%
ASN
35
Advisory Services Network
Georgia
$269K +$16.4K +280 +6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$237K +$29.3K +500 +14%
SLT
37
St Louis Trust
Missouri
$231K – – –
MG
38
Mather Group
Illinois
$219K +$220K +3,751 New
PWAG
39
Polaris Wealth Advisory Group
California
$210K -$2.58K -44 -1%
Osaic Holdings
40
Osaic Holdings
Arizona
$199K -$36.8K -627 -15%
FCA
41
FinTrust Capital Advisors
South Carolina
$137K – – –
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$121K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$101K -$11.7K -200 -10%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$78.7K -$5.28K -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 -$10.5K -179 -31%
1
2
3 4

DFE Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2023, worth a combined $108M — up 90% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $38.6M. The largest seller was Jane Street, cutting an estimated $2.96M.

  • 73 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $108M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2023, up 90% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2023 was 3EDGE Asset Management, an estimated $38.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2023 was Jane Street, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2023.