WisdomTree Europe SmallCap Dividend Fund
DFE
138 hedge funds and large institutions have $503M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.
113% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $944K
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
6% more capital invested
Capital invested by funds: $476M → $503M (+$27.3M)
5% more funds holding
Funds holding: 131 → 138 (+7)
0.57% more ownership
Funds ownership: 40.32% → 40.89% (+0.57%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.43M |
| 4 |
Bank of New York Mellon
New York
|
+$3.67M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$4.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.8M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$4.28M |
| 4 |
FPCM
Financial Partners Capital Management
New York
|
-$4.27M |
| 5 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
-$3.46M |
DFE Hedge Fund Activity: Q1 2018 in Review
138 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2018, worth a combined $503M — up 5.7% from $476M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DFE positions and 11 closed out — a net gain of 9 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $4.91M sold.
- 138 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2018, up from 131 in Q4 2017.
- Funds reported $503M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2018, up 5.7% quarter-over-quarter.
- 20 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2018 and 11 closed out, a net change of +9 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2018 was Morgan Stanley, an estimated $21.8M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2018 was Portfolio Strategies, an estimated $4.91M sold.
Based on aggregated 13F filings for Q1 2018.