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WisdomTree Europe SmallCap Dividend Fund

108 hedge funds and large institutions have $258M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 37.14%38.4% (+1.3%)

2% more capital invested

Capital invested by funds: $253M → $258M (+$5.51M)

5% less funds holding

Funds holding: 114108 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

58% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
21
Reduced
50
Closed
14
Calls
$292K
Puts
Net Calls
+$292K
Net Calls Change
+$292K
Name Holding Trade Value Shares
Change
Change in
Stake
GBA
51
Garrison Bradford & Associates
New York
$374K -$116K -2,000 -24%
BIA
52
Barry Investment Advisors
Massachusetts
$373K -$2.31K -40 -0.6%
CS
53
Cannell & Spears
New York
$364K
S
54
Surevest
California
$362K -$69.6K -1,205 -16%
IWS
55
Insight Wealth Strategies
California
$346K +$80.1K +1,386 +31%
SI
56
Stephens Inc
Arkansas
$330K +$58 +1 +0%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$300K -$22.4K -388 -7%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$297K -$6.93K -120 -2%
BRC
59
Bell Rock Capital
Delaware
$294K +$69.1K +1,196 +30%
VSWA
60
Vontobel Swiss Wealth Advisors
Switzerland
$281K -$5.12M -88,632 -95%
SAM
61
Seelaus Asset Management
New Jersey
$252K -$3.47K -60 -1%
PAG
62
Private Advisor Group
New Jersey
$249K -$51.9K -899 -17%
APA
63
American Portfolios Advisors
New York
$243K -$13.9K -240 -5%
EIA
64
Eldridge Investment Advisors
New Hampshire
$216K -$40.4K -700 -16%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$214K -$16.8K -291 -7%
AFP
66
Ausdal Financial Partners
Iowa
$211K +$209K +3,616 New
Citigroup
67
Citigroup
New York
$200K -$11.6K -200 -6%
OIA
68
Optimum Investment Advisors
Illinois
$158K -$43.8K -759 -22%
FCA
69
FinTrust Capital Advisors
South Carolina
$146K
WTC
70
WhitTier Trust Company
Nevada
$126K -$4.33K -75 -3%
EFSCE
71
Enterprise Financial Services Corp (EFSC)
Missouri
$118K +$117K +2,024 New
US Bancorp
72
US Bancorp
Minnesota
$116K -$1.91K -33 -2%
JP Morgan Chase
73
JP Morgan Chase
New York
$99K
APSP
74
Asset Planning Services (Pennsylvania)
Pennsylvania
$84K +$173 +3 +0.2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$72K -$23.7K -410 -25%

DFE Hedge Fund Activity: Q1 2019 in Review

108 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2019, worth a combined $258M — up 2.2% from $253M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DFE and 10 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, adding an estimated $4.9M. The largest seller was Susquehanna International Group, cutting an estimated $5.44M.

  • 108 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2019, down from 114 in Q4 2018.
  • Funds reported $258M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2019, up 2.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2019 and 14 closed out, a net change of -4 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2019 was Jane Street, an estimated $4.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2019 was Susquehanna International Group, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2019.