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WisdomTree Europe SmallCap Dividend Fund
DFE

57 hedge funds and large institutions have $39.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

1.96% more ownership

Funds ownership: 25.14% → 27.1% (+2%)

2% more funds holding

Funds holding: 56 → 57 (+1)

9% less capital invested

Capital invested by funds: $43.8M → $39.9M (-$3.96M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$2.64M
2
Citadel Advisors
Citadel Advisors
Florida
+$242K
3
Wells Fargo
Wells Fargo
California
+$190K
4
Bank of America
Bank of America
North Carolina
+$94K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$80.5K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$704K
2
VFO
Virtus Family Office
Texas
-$291K
3
Ameriprise
Ameriprise
Minnesota
-$202K
4
ASN
Advisory Services Network
Georgia
-$201K
5
CC
Courier Capital
New York
-$181K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$143K -$24.3K -413 -14%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$100K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$97.9K -$2.06K -35 -2%
CA
29
Continuum Advisory
Idaho
$89.2K – – –
SS
30
SBI Securities
Japan
$83.4K +$86.9K +1,474 New
Comerica Bank
31
Comerica Bank
Texas
$68.5K -$14.4K -245 -17%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$64.2K – – –
TWC
33
TD Waterhouse Canada
Ontario, Canada
$59.3K -$1.47K -25 -2%
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$42K – – –
CIAS
35
Capital Investment Advisory Services
North Carolina
$39.6K – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$35.4K +$36.8K +625 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$23.9K +$2.83K +48 +13%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$22.3K – – –
HIA
39
Harbor Investment Advisory
Maryland
$20.9K -$44.2K -750 -67%
SS
40
Sunbelt Securities
Texas
$20.4K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$17K -$19.2K -325 -52%
RIL
43
Rothschild Investment LLC
Illinois
$15.3K – – –
MCM
44
MAI Capital Management
Ohio
$8.22K +$8.55K +145 New
TRCT
45
Tower Research Capital (TRC)
New York
$7.58K – – –
CAWM
46
Capital A Wealth Management
Pennsylvania
$5.71K +$5.95K +101 New
NA
47
NewEdge Advisors
Louisiana
$5.66K – – –
William Blair & Company
48
William Blair & Company
Illinois
$5.38K – – –
AF
49
Allworth Financial
California
$4.72K – – –
SWM
50
Spire Wealth Management
Virginia
$3.68K – – –
1
2
3

DFE Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2024, worth a combined $39.9M — down 9% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFE positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.64M. The largest seller was Morgan Stanley, cutting an estimated $704K.

  • 57 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $39.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2024, down 9% quarter-over-quarter.
  • 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $2.64M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2024 was Morgan Stanley, an estimated $704K sold.

Based on aggregated 13F filings for Q4 2024.