We are live on ! Find out more
DFE icon

WisdomTree Europe SmallCap Dividend Fund

131 hedge funds and large institutions have $476M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $776K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more funds holding

Funds holding: 114131 (+17)

2% more capital invested

Capital invested by funds: $467M → $476M (+$8.81M)

1.61% less ownership

Funds ownership: 41.93%40.32% (-1.6%)

Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
27
Increased
46
Reduced
31
Closed
10
Calls
$2.1M
Puts
$776K
Net Calls
+$1.32M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
51
Well Done LLC
Michigan
$818K
Stifel Financial
52
Stifel Financial
Missouri
$773K -$2.27K -33 -0.3%
OCM
53
Orser Capital Management
Texas
$737K +$688K +9,990 New
OC
54
Oppenheimer & Co
New York
$734K +$14.5K +210 +2%
ASN
55
Advisory Services Network
Georgia
$732K +$78.8K +1,144 +12%
CS
56
Cannell & Spears
New York
$729K +$17.2K +250 +2%
NFC
57
Northeast Financial Consultants
Connecticut
$709K
RG
58
Rathbones Group
United Kingdom
$703K +$6.89K +100 +1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$679K -$312K -4,527 -32%
OMC
60
Old Mission Capital
Illinois
$639K -$143K -2,072 -19%
EIA
61
Eldridge Investment Advisors
New Hampshire
$537K +$519K +7,530 New
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$535K -$1.23M -17,859 -70%
CFD
63
Creative Financial Designs
Indiana
$529K -$23.3K -338 -4%
BP
64
Ballentine Partners
Massachusetts
$524K -$14.5K -211 -3%
OIA
65
Optimum Investment Advisors
Illinois
$487K +$482 +7 +0.1%
MWM
66
Merriman Wealth Management
Washington
$474K
BA
67
Boston Advisors
Massachusetts
$462K
HIIFS
68
Harel Insurance Investments & Financial Services
Israel
$459K +$201K +2,910 +81%
EVM
69
Eaton Vance Management
Massachusetts
$453K
LWS
70
Lucia Wealth Services
California
$443K +$432K +6,272 New
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$433K +$423K +6,140 New
FAAS
72
First Allied Advisory Services
California
$427K +$91K +1,321 +28%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$424K +$55.3K +802 +15%
CT
74
Cambridge Trust
Massachusetts
$422K
WIM
75
Westside Investment Management
California
$410K +$33.1K +480 +9%

DFE Hedge Fund Activity: Q4 2017 in Review

131 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2017, worth a combined $476M — up 1.9% from $467M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFE positions and 10 closed out — a net gain of 17 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $10.6M. The largest seller was Citigroup, cutting an estimated $24.8M.

  • 131 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $476M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2017, up 1.9% quarter-over-quarter.
  • 27 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2017 and 10 closed out, a net change of +17 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2017 was UBS Group, an estimated $10.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2017 was Citigroup, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2017.