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WisdomTree Europe SmallCap Dividend Fund

107 hedge funds and large institutions have $397M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $336M → $397M (+$61.2M)

5% more funds holding

Funds holding: 102107 (+5)

0.65% less ownership

Funds ownership: 43.37%42.72% (-0.65%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
13
Increased
54
Reduced
19
Closed
8
Calls
Puts
$400K
Net Calls
-$400K
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$766K +$18.5K +291 +3%
Northern Trust
52
Northern Trust
Illinois
$761K
WDL
53
Well Done LLC
Michigan
$747K
Stifel Financial
54
Stifel Financial
Missouri
$741K +$9.5K +149 +1%
VFA
55
Voya Financial Advisors
Connecticut
$716K +$119K +1,872 +20%
OC
56
Oppenheimer & Co
New York
$663K -$74.7K -1,172 -10%
CS
57
Cannell & Spears
New York
$650K +$11.5K +180 +2%
NFC
58
Northeast Financial Consultants
Connecticut
$649K
BP
59
Ballentine Partners
Massachusetts
$543K +$110K +1,726 +27%
ASN
60
Advisory Services Network
Georgia
$518K +$38.5K +604 +8%
CFD
61
Creative Financial Designs
Indiana
$508K -$17.9K -281 -3%
FAAS
62
First Allied Advisory Services
California
$464K +$165K +2,592 +56%
OIA
63
Optimum Investment Advisors
Illinois
$444K +$79.3K +1,245 +22%
BA
64
Boston Advisors
Massachusetts
$422K +$15.9K +250 +4%
EVM
65
Eaton Vance Management
Massachusetts
$415K
CT
66
Cambridge Trust
Massachusetts
$386K
GBA
67
Garrison Bradford & Associates
New York
$355K
BHB
68
Bank Hapoalim BM
Israel
$349K +$64.4K +1,010 +23%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$336K +$63.7K +1,000 +24%
SC
70
Scotia Capital
Ontario, Canada
$310K +$85K +1,334 +38%
SI
71
Stephens Inc
Arkansas
$295K +$7.01K +110 +2%
SCM
72
Shelton Capital Management
Colorado
$288K +$25.1K +394 +10%
WIM
73
Westside Investment Management
California
$281K
Creative Planning
74
Creative Planning
Kansas
$262K -$1.35M -21,200 -84%
PAG
75
Private Advisor Group
New Jersey
$245K -$71.1K -1,115 -23%

DFE Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2017, worth a combined $397M — up 18% from $336M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFE positions and 8 closed out — a net gain of 5 holders — while 54 added to existing stakes and 19 trimmed.

The largest buyer was Citigroup, adding an estimated $13.9M. The largest seller was Bessemer Group, exiting entirely with an estimated $5.82M sold.

  • 107 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2017, up from 102 in Q1 2017.
  • Funds reported $397M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2017, up 18% quarter-over-quarter.
  • 13 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2017 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2017 was Citigroup, an estimated $13.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2017 was Bessemer Group, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2017.