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WisdomTree Europe SmallCap Dividend Fund
DFE

63 hedge funds and large institutions have $45.1M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 61 → 63 (+2)

4.18% less ownership

Funds ownership: 30.27% → 26.09% (-4.2%)

22% less capital invested

Capital invested by funds: $57.9M → $45.1M (-$12.8M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.89M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
3
VFO
Virtus Family Office
Texas
+$191K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$182K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.2M
2
CC
Courier Capital
New York
-$5.44M
3
UBS Group
UBS Group
Switzerland
-$3.56M
4
FTUS
Flow Traders U.S.
New York
-$1.68M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$356K +$125K +2,047 +52%
FP
27
Financial Perspectives
Minnesota
$342K +$5.54K +91 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$290K +$50.6K +831 +21%
TA
29
TFG Advisers
Michigan
$238K -$609 -10 -0.3%
SLT
30
St Louis Trust
Missouri
$237K – – –
ASN
31
Advisory Services Network
Georgia
$201K – – –
FCA
32
FinTrust Capital Advisors
South Carolina
$149K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$114K +$10.7K +175 +10%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$111K +$110K +1,800 New
TFF
35
The Family Firm
Maryland
$102K +$104K +1,708 New
CA
36
Continuum Advisory
Idaho
$93.9K – – –
Comerica Bank
37
Comerica Bank
Texas
$86.7K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$85K – – –
HIA
39
Harbor Investment Advisory
Maryland
$75.7K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$67.6K – – –
TWC
41
TD Waterhouse Canada
Ontario, Canada
$64.4K -$3.04K -50 -4%
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$58K -$2.56K -42 -4%
CIAS
43
Capital Investment Advisory Services
North Carolina
$41.7K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$25.1K – – –
SS
45
Sunbelt Securities
Texas
$21.4K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
RIL
47
Rothschild Investment LLC
Illinois
$16.1K – – –
SWM
48
Spire Wealth Management
Virginia
$15.8K – – –
FFA
49
Founders Financial Alliance
North Carolina
$11.8K +$244 +4 +2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$11.7K +$8.16K +134 +216%
1
2
3

DFE Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2024, worth a combined $45.1M — down 22% from $57.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DFE positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.89M. The largest seller was Jane Street, cutting an estimated $6.2M.

  • 63 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2024, up from 61 in Q1 2024.
  • Funds reported $45.1M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2024, down 22% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2024 was Goldman Sachs, an estimated $2.89M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2024 was Jane Street, an estimated $6.2M sold.

Based on aggregated 13F filings for Q2 2024.