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WisdomTree Europe SmallCap Dividend Fund

61 hedge funds and large institutions have $57.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 5961 (+2)

6.34% less ownership

Funds ownership: 36.62%30.27% (-6.3%)

17% less capital invested

Capital invested by funds: $69.9M → $57.9M (-$12M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$235K -$346K -5,951 -60%
SLT
27
St Louis Trust
Missouri
$229K
ASN
28
Advisory Services Network
Georgia
$202K -$46.5K -800 -19%
FCA
29
FinTrust Capital Advisors
South Carolina
$149K
JP Morgan Chase
30
JP Morgan Chase
New York
$103K
CA
31
Continuum Advisory
Idaho
$96.8K +$91.7K +1,576 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$87.9K +$46.5K +800 +128%
Comerica Bank
33
Comerica Bank
Texas
$86.9K -$13K -224 -13%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$79.7K
HIA
35
Harbor Investment Advisory
Maryland
$75.9K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$67.8K
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$61K -$13.5K -232 -19%
CIAS
38
Capital Investment Advisory Services
North Carolina
$41.8K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$23.6K
SS
40
Sunbelt Securities
Texas
$21.5K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$18K
RIL
42
Rothschild Investment LLC
Illinois
$16.2K
SWM
43
Spire Wealth Management
Virginia
$15.8K
FFA
44
Founders Financial Alliance
North Carolina
$11.6K +$58 +1 +0.5%
TRCT
45
Tower Research Capital (TRC)
New York
$8.01K
NA
46
NewEdge Advisors
Louisiana
$5.97K
FIM
47
Fernwood Investment Management
Massachusetts
$5.92K +$5.76K +99 New
William Blair & Company
48
William Blair & Company
Illinois
$5.68K
WT
49
Whittier Trust
California
$5.67K
AF
50
Allworth Financial
California
$4.96K

DFE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2024, worth a combined $57.9M — down 17% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DFE positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 61 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $57.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2024, down 17% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2024 was Jane Street, an estimated $3.1M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2024.