We are live on ! Find out more
DFE icon

WisdomTree Europe SmallCap Dividend Fund

106 hedge funds and large institutions have $183M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% less ownership

Funds ownership: 36.46%34.92% (-1.5%)

7% less funds holding

Funds holding: 114106 (-8)

16% less capital invested

Capital invested by funds: $218M → $183M (-$34.5M)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

57% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
20
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$274K
BIA
52
Barry Investment Advisors
Massachusetts
$265K -$2.19K -39 -0.8%
VSWA
53
Vontobel Swiss Wealth Advisors
Switzerland
$265K +$1.23K +22 +0.5%
IWS
54
Insight Wealth Strategies
California
$260K -$77.4K -1,380 -23%
PAMG
55
Patton Albertson Miller Group
Tennessee
$254K +$44.9K +800 +21%
Stifel Financial
56
Stifel Financial
Missouri
$242K -$292K -5,213 -55%
NFC
57
Northeast Financial Consultants
Connecticut
$235K -$8.41K -150 -3%
SAM
58
Seelaus Asset Management
New Jersey
$232K
APA
59
American Portfolios Advisors
New York
$225K
WKWM
60
Walter & Keenan Wealth Management
Indiana
$224K +$224K +4,000 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$222K +$21.6K +385 +11%
SMG
62
Smart Money Group
Texas
$212K +$213K +3,794 New
FHC
63
First Heartland Consultants
Missouri
$204K
PAG
64
Private Advisor Group
New Jersey
$202K -$30.9K -551 -13%
S
65
Surevest
California
$201K -$41.9K -748 -17%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$150K -$785 -14 -0.5%
FCA
67
FinTrust Capital Advisors
South Carolina
$140K
JP Morgan Chase
68
JP Morgan Chase
New York
$95K
WTC
69
WhitTier Trust Company
Nevada
$83K -$20.1K -359 -20%
APSP
70
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K +$393 +7 +0.5%
Citigroup
71
Citigroup
New York
$82K -$44.1K -787 -35%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$70K
EFSCE
73
Enterprise Financial Services Corp (EFSC)
Missouri
$68K
FAAS
74
First Allied Advisory Services
California
$67K +$67.2K +1,199 New
AF
75
Advisornet Financial
Minnesota
$52K

DFE Hedge Fund Activity: Q3 2019 in Review

106 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2019, worth a combined $183M — down 16% from $218M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DFE and 9 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 20 added.

The largest buyer was HighTower Advisors, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $3.6M.

  • 106 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2019, down from 114 in Q2 2019.
  • Funds reported $183M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2019, down 16% quarter-over-quarter.
  • 9 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2019 and 16 closed out, a net change of -7 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2019 was HighTower Advisors, an estimated $1.16M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2019 was Jane Street, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2019.