WisdomTree Europe SmallCap Dividend Fund
DFE
108 hedge funds and large institutions have $423M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
6% more funds holding
Funds holding: 102 → 108 (+6)
1% more capital invested
Capital invested by funds: $420M → $423M (+$3.15M)
0.38% more ownership
Funds ownership: 43.3% → 43.69% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
36% less call options, than puts
Call options by funds: $1.13M | Put options by funds: $1.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.3M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$7.55M |
| 3 |
FPCM
Financial Partners Capital Management
New York
|
+$6.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.32M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$28.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.8M |
| 3 |
Jane Street
New York
|
-$7.06M |
| 4 |
Lazard Asset Management
New York
|
-$6.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.4M |
DFE Hedge Fund Activity: Q4 2015 in Review
108 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2015, worth a combined $423M — up 0.75% from $420M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DFE positions and 13 closed out — a net gain of 7 holders — while 36 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Bessemer Group, cutting an estimated $28.4M.
- 108 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2015, up from 102 in Q3 2015.
- Funds reported $423M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2015, up 0.75% quarter-over-quarter.
- 20 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2015 and 13 closed out, a net change of +7 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2015 was Morgan Stanley, an estimated $10.3M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2015 was Bessemer Group, an estimated $28.4M sold.
Based on aggregated 13F filings for Q4 2015.