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WisdomTree Europe SmallCap Dividend Fund

114 hedge funds and large institutions have $467M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $397M → $467M (+$70.3M)

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

7% more funds holding

Funds holding: 107114 (+7)

0.79% less ownership

Funds ownership: 42.72%41.93% (-0.79%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
14
Increased
39
Reduced
34
Closed
6
Calls
$806K
Puts
Net Calls
+$806K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$877K +$51.8K +773 +6%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$866K -$108K -1,618 -11%
Northern Trust
53
Northern Trust
Illinois
$842K +$21.7K +324 +3%
WDL
54
Well Done LLC
Michigan
$805K
OMC
55
Old Mission Capital
Illinois
$773K +$746K +11,130 New
Stifel Financial
56
Stifel Financial
Missouri
$760K -$33.5K -500 -4%
OC
57
Oppenheimer & Co
New York
$708K -$4.89K -73 -0.7%
CS
58
Cannell & Spears
New York
$700K
NFC
59
Northeast Financial Consultants
Connecticut
$698K
RG
60
Rathbones Group
United Kingdom
$685K +$661K +9,860 New
Creative Planning
61
Creative Planning
Kansas
$648K +$353K +5,268 +130%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$647K -$2.36M -35,171 -79%
ASN
63
Advisory Services Network
Georgia
$641K +$80.3K +1,198 +15%
CFD
64
Creative Financial Designs
Indiana
$544K -$2.28K -34 -0.4%
BP
65
Ballentine Partners
Massachusetts
$530K -$36.2K -540 -7%
OIA
66
Optimum Investment Advisors
Illinois
$479K +$804 +12 +0.2%
MWM
67
Merriman Wealth Management
Washington
$466K +$450K +6,713 New
BA
68
Boston Advisors
Massachusetts
$455K
EVM
69
Eaton Vance Management
Massachusetts
$446K
CT
70
Cambridge Trust
Massachusetts
$415K
GBA
71
Garrison Bradford & Associates
New York
$375K -$6.7K -100 -2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$361K
WIM
73
Westside Investment Management
California
$358K +$53K +790 +18%
FAAS
74
First Allied Advisory Services
California
$330K -$163K -2,426 -34%
SI
75
Stephens Inc
Arkansas
$317K +$268 +4 +0.1%

DFE Hedge Fund Activity: Q3 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2017, worth a combined $467M — up 18% from $397M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $25.9M. The largest seller was Citigroup, cutting an estimated $23.2M.

  • 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $467M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2017, up 18% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $25.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2017 was Citigroup, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2017.