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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
20
Increased
50
Reduced
35
Closed
11
Calls
$2.02M
Puts
$944K
Net Calls
+$1.07M
Net Calls Change
-$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.86M
3
Wells Fargo
Wells Fargo
California
+$5.43M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.67M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.44M

Top Sellers

1
PS
Portfolio Strategies
New York
-$4.91M
2
Bank of America
Bank of America
North Carolina
-$4.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.28M
4
FPCM
Financial Partners Capital Management
New York
-$4.27M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$996K +$19K +264 +2%
VFA
52
Voya Financial Advisors
Connecticut
$990K -$29.4K -409 -3%
EVM
53
Eaton Vance Management
Massachusetts
$898K +$461K +6,425 +100%
Wolverine Trading
54
Wolverine Trading
Illinois
$872K +$561K +7,819 +168%
WDL
55
Well Done LLC
Michigan
$853K +$44.5K +620 +5%
ASN
56
Advisory Services Network
Georgia
$852K +$130K +1,815 +18%
CAN
57
Cetera Advisor Networks
California
$790K -$33.9K -472 -4%
MWM
58
Merriman Wealth Management
Washington
$777K +$316K +4,400 +66%
Stifel Financial
59
Stifel Financial
Missouri
$770K +$4.88K +68 +0.6%
CS
60
Cannell & Spears
New York
$722K – – –
OC
61
Oppenheimer & Co
New York
$721K -$6.46K -90 -0.9%
NFC
62
Northeast Financial Consultants
Connecticut
$702K – – –
RG
63
Rathbones Group
United Kingdom
$692K -$4.31K -60 -0.6%
SB
64
Suntrust Banks
Georgia
$640K +$657K +9,156 New
Allianz Asset Management
65
Allianz Asset Management
Germany
$629K -$431K -6,000 -40%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$623K -$51.1K -711 -7%
HIIFS
67
Harel Insurance Investments & Financial Services
Israel
$559K +$108K +1,500 +23%
MML Investors Services
68
MML Investors Services
Massachusetts
$553K +$325K +4,522 +134%
EIA
69
Eldridge Investment Advisors
New Hampshire
$550K +$25.1K +350 +5%
CFD
70
Creative Financial Designs
Indiana
$537K +$13.6K +190 +3%
BP
71
Ballentine Partners
Massachusetts
$510K -$9.26K -129 -2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$506K +$87.5K +1,219 +20%
Renaissance Technologies
73
Renaissance Technologies
New York
$489K -$912K -12,700 -64%
OIA
74
Optimum Investment Advisors
Illinois
$483K +$215 +3 +0%
BIA
75
Barry Investment Advisors
Massachusetts
$471K +$155K +2,158 +47%
1 2
3
4 5

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.