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WisdomTree Europe SmallCap Dividend Fund
DFE

92 hedge funds and large institutions have $603M invested in WisdomTree Europe SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,600% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 1

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

139% more capital invested

Capital invested by funds: $252M → $603M (+$351M)

64% more funds holding

Funds holding: 56 → 92 (+36)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

0.51% less ownership

Funds ownership: 40.56% → 40.05% (-0.51%)

Holders
92
Holders Change
+36
Holders Change %
+64.29%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
37
Increased
41
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$56.8M
2
Morgan Stanley
Morgan Stanley
New York
+$51.9M
3
Jane Street
Jane Street
New York
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$30.1M
5
Wells Fargo
Wells Fargo
California
+$29M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.55M
2
ACM
Avalon Capital Management
California
-$1.33M
3
EGA
Eagle Global Advisors
Texas
-$751K
4
SB
Suntrust Banks
Georgia
-$257K
5
Mariner
Mariner
Kansas
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$974K +$936K +15,538 New
OIA
52
Optimum Investment Advisors
Illinois
$892K +$241K +4,003 +39%
PAG
53
Private Advisor Group
New Jersey
$872K +$42.2K +700 +5%
Citigroup
54
Citigroup
New York
$822K +$567K +9,407 +252%
NFC
55
Northeast Financial Consultants
Connecticut
$750K +$723K +12,000 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$640K +$24.1K +400 +4%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$483K +$465K +7,723 New
CAN
58
Cetera Advisor Networks
California
$454K +$435K +7,223 New
HFS
59
HL Financial Services
Kentucky
$415K +$40.3K +669 +11%
Deutsche Bank
60
Deutsche Bank
Germany
$394K +$116K +1,927 +44%
DWT
61
Dorsey & Whitney Trust
South Dakota
$353K +$340K +5,640 New
CWM
62
Concert Wealth Management
California
$340K +$6.63K +110 +2%
SC
63
Sumit Capital
New York
$340K +$328K +5,440 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$337K -$24.3K -403 -7%
AIG
65
American International Group
New York
$320K +$217K +3,603 +239%
CNB
66
City National Bank
California
$313K – – –
FAAS
67
First Allied Advisory Services
California
$306K +$299K +4,965 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$301K +$115K +1,912 +66%
YMRC
69
Yorktown Management & Research Company
Virginia
$282K +$271K +4,500 New
ASN
70
Advisory Services Network
Georgia
$265K +$255K +4,240 New
BGA
71
Belmont Global Advisors
Texas
$263K – – –
Goldman Sachs
72
Goldman Sachs
New York
$250K +$240K +3,991 New
SC
73
Scotia Capital
Ontario, Canada
$248K +$240K +3,979 New
ICAS
74
Investors Capital Advisory Services
Massachusetts
$246K +$237K +3,936 New
KWMG
75
King Wealth Management Group
Florida
$228K +$219K +3,641 New
1 2
3
4

DFE Hedge Fund Activity: Q1 2014 in Review

92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2014, worth a combined $603M — up 139% from $252M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFE positions and 1 closed out — a net gain of 36 holders — while 41 added to existing stakes and 9 trimmed.

The largest buyer was UBS, adding an estimated $56.8M. The largest seller was Susquehanna International Group, cutting an estimated $1.55M.

  • 92 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2014, up from 56 in Q4 2013.
  • Funds reported $603M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2014, up 139% quarter-over-quarter.
  • 37 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2014 and 1 closed out, a net change of +36 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2014 was UBS, an estimated $56.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2014 was Susquehanna International Group, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2014.