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WisdomTree Europe SmallCap Dividend Fund
DFE

59 hedge funds and large institutions have $69.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 37.36% → 36.62% (-0.74%)

1% less capital invested

Capital invested by funds: $70.8M → $69.9M (-$892K)

2% less funds holding

Funds holding: 60 → 59 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.13M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.03M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$294K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$205K
5
VFO
Virtus Family Office
Texas
+$159K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.91M
2
FTUS
Flow Traders U.S.
New York
-$3.97M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.71M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
OMC
Old Mission Capital
Illinois
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
26
St Louis Trust
Missouri
$237K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$227K +$205K +3,814 New
Ameriprise
28
Ameriprise
Minnesota
$224K -$13.3K -248 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$205K -$739K -13,760 -80%
FCA
30
FinTrust Capital Advisors
South Carolina
$149K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$103K – – –
Comerica Bank
32
Comerica Bank
Texas
$100K -$2.74K -51 -3%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$77.8K – – –
HIA
34
Harbor Investment Advisory
Maryland
$75.7K +$68.2K +1,270 New
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$74K -$4.62K -86 -6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$67.6K – – –
CIAS
37
Capital Investment Advisory Services
North Carolina
$41.7K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$36.6K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$23.8K -$2.71M -50,429 -99%
SS
40
Sunbelt Securities
Texas
$21.5K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
RIL
42
Rothschild Investment LLC
Illinois
$16.1K +$14.5K +270 New
SWM
43
Spire Wealth Management
Virginia
$15.1K – – –
WP
44
WealthShield Partners
North Carolina
$14.6K – – –
FFA
45
Founders Financial Alliance
North Carolina
$11.5K +$54 +1 +0.5%
TRCT
46
Tower Research Capital (TRC)
New York
$7.99K – – –
CAS
47
Coppell Advisory Solutions
Texas
$7.75K +$6.98K +130 New
NA
48
NewEdge Advisors
Louisiana
$5.96K – – –
William Blair & Company
49
William Blair & Company
Illinois
$5.67K – – –
WT
50
Whittier Trust
California
$5.66K -$10.4K -193 -67%
1
2
3

DFE Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2023, worth a combined $69.9M — down 1.3% from $70.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DFE and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $9.13M. The largest seller was Jane Street, cutting an estimated $7.91M.

  • 59 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $69.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2023, down 1.3% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $9.13M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2023 was Jane Street, an estimated $7.91M sold.

Based on aggregated 13F filings for Q4 2023.