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WisdomTree Europe SmallCap Dividend Fund
DFE

56 hedge funds and large institutions have $43.8M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.95% less ownership

Funds ownership: 26.09% → 25.14% (-0.95%)

3% less capital invested

Capital invested by funds: $45.1M → $43.8M (-$1.26M)

11% less funds holding

Funds holding: 63 → 56 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
15
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$1.11M
2
Jane Street
Jane Street
New York
+$453K
3
Bank of America
Bank of America
North Carolina
+$266K
4
Osaic Holdings
Osaic Holdings
Arizona
+$216K
5
Ameriprise
Ameriprise
Minnesota
+$197K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.83M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$562K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$356K
5
Morgan Stanley
Morgan Stanley
New York
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$202K +$197K +3,181 New
ASN
27
Advisory Services Network
Georgia
$201K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$186K -$119K -1,922 -40%
FCA
29
FinTrust Capital Advisors
South Carolina
$159K – – –
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$114K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$112K -$8.68K -140 -7%
Comerica Bank
32
Comerica Bank
Texas
$92.4K – – –
CA
33
Continuum Advisory
Idaho
$90.6K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$72K – – –
HIA
35
Harbor Investment Advisory
Maryland
$71.1K -$9.3K -150 -12%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$67.3K – – –
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$47K -$14.5K -234 -24%
CIAS
38
Capital Investment Advisory Services
North Carolina
$44.5K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$39.7K -$49.6K -800 -56%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$25.2K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$23.8K +$11K +178 +91%
SS
42
Sunbelt Securities
Texas
$22.9K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
RIL
44
Rothschild Investment LLC
Illinois
$17.2K – – –
FFA
45
Founders Financial Alliance
North Carolina
$12.7K +$124 +2 +1%
TRCT
46
Tower Research Capital (TRC)
New York
$8.51K – – –
NA
47
NewEdge Advisors
Louisiana
$6.35K – – –
William Blair & Company
48
William Blair & Company
Illinois
$6.03K – – –
AF
49
Allworth Financial
California
$5.27K – – –
SWM
50
Spire Wealth Management
Virginia
$4.13K -$12.4K -200 -75%
1
2
3

DFE Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2024, worth a combined $43.8M — down 2.8% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DFE and 1 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Flow Traders U.S., adding an estimated $1.11M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.83M sold.

  • 56 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2024, down from 63 in Q2 2024.
  • Funds reported $43.8M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 1 fund opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2024 and 8 closed out, a net change of -7 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $1.11M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2024 was Goldman Sachs, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2024.