We are live on ! Find out more
DFE icon

WisdomTree Europe SmallCap Dividend Fund
DFE

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

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.33% less ownership

Funds ownership: 43.52% → 42.19% (-1.3%)

14% less funds holding

Funds holding: 73 → 63 (-10)

20% less capital invested

Capital invested by funds: $108M → $86.2M (-$21.7M)

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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
Jane Street
New York
+$21.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.98M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
OMC
Old Mission Capital
Illinois
+$964K

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$38.4M
2
TC
TownSquare Capital
Utah
-$5.58M
3
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$1.02M
4
Morgan Stanley
Morgan Stanley
New York
-$1.01M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$933K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$391K -$50.6K -866 -11%
SWP
27
Stratos Wealth Partners
Ohio
$389K -$18.1K -309 -4%
BP
28
Ballentine Partners
Massachusetts
$360K – – –
FP
29
Financial Perspectives
Minnesota
$311K +$6.31K +108 +2%
TA
30
TFG Advisers
Michigan
$285K +$11.5K +197 +4%
Creative Planning
31
Creative Planning
Kansas
$276K – – –
Ameriprise
32
Ameriprise
Minnesota
$246K -$36.3K -622 -12%
ASN
33
Advisory Services Network
Georgia
$241K -$17.5K -300 -7%
SLT
34
St Louis Trust
Missouri
$219K – – –
PWAG
35
Polaris Wealth Advisory Group
California
$206K +$5.84K +100 +3%
MIH
36
Meitav Investment House
Israel
$184K +$195K +3,330 New
FCA
37
FinTrust Capital Advisors
South Carolina
$137K – – –
MIFH
38
Migdal Insurance & Financial Holdings
Israel
$116K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$96.7K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$81K -$115K -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 – – –
1
2
3 4

DFE Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2023, worth a combined $86.2M — down 20% from $108M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DFE and 5 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $21.4M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $38.4M sold.

  • 63 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2023, down from 73 in Q1 2023.
  • Funds reported $86.2M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2023, down 20% quarter-over-quarter.
  • 5 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2023 and 15 closed out, a net change of -10 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2023 was Jane Street, an estimated $21.4M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2023 was 3EDGE Asset Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.