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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

63 hedge funds and large institutions have $86.2M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-10
Holders Change %
-13.7%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
15
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$21.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.45M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.04M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.93M
5
OMC
5
Old Mission Capital
Illinois
$1.48M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
TC
2
TownSquare Capital
Utah
$0
3
EWMCB
3
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$11.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$391K -$48.3K -866 -11%
SWP
27
Stratos Wealth Partners
Ohio
$389K -$17.3K -309 -4%
BP
28
Ballentine Partners
Massachusetts
$360K – – –
FP
29
Financial Perspectives
Minnesota
$311K +$6.03K +108 +2%
TA
30
TFG Advisers
Michigan
$285K +$11K +197 +4%
Creative Planning
31
Creative Planning
Kansas
$276K – – –
Ameriprise
32
Ameriprise
Minnesota
$246K -$34.7K -622 -12%
ASN
33
Advisory Services Network
Georgia
$241K -$16.8K -300 -7%
SLT
34
St Louis Trust
Missouri
$219K – – –
PWAG
35
Polaris Wealth Advisory Group
California
$206K +$5.58K +100 +3%
MIH
36
Meitav Investment House
Israel
$184K +$184K +3,330 New
FCA
37
FinTrust Capital Advisors
South Carolina
$137K – – –
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$116K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$96.7K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$81K -$110K -1,971 -58%
TWC
41
TD Waterhouse Canada
Ontario, Canada
$74.5K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$63.3K – – –
IAS
43
IMA Advisory Services
Colorado
$55.8K – – –
CIAS
44
Capital Investment Advisory Services
North Carolina
$39.1K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$34.9K – – –
SS
46
Sunbelt Securities
Texas
$20.1K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
WT
48
Whittier Trust
California
$16.1K – – –
SWM
49
Spire Wealth Management
Virginia
$14.8K – – –
WP
50
WealthShield Partners
North Carolina
$13K – – –
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2
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