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WisdomTree Europe SmallCap Dividend Fund

83 hedge funds and large institutions have $119M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 35.24%37.49% (+2.2%)

30% less funds holding

Funds holding: 11883 (-35)

43% less capital invested

Capital invested by funds: $209M → $119M (-$89.6M)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

75% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
-35
Holders Change %
-29.66%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
14
Reduced
34
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$50K
QCG
52
Quadrant Capital Group
Ohio
$49K -$17.2K -304 -20%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$46K
TAM
54
Townsend Asset Management
North Carolina
$36K -$792 -14 -2%
MWC
55
MBM Wealth Consultants
Missouri
$33K
US Bancorp
56
US Bancorp
Minnesota
$30K
AIC
57
Ameritas Investment Company
Nebraska
$30K +$41.9K +741 New
William Blair & Company
58
William Blair & Company
Illinois
$29K
CFA
59
Carroll Financial Associates
North Carolina
$28K
CIAS
60
Capital Investment Advisory Services
North Carolina
$28K +$39.6K +700 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$22K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$22.9K +405 +397%
VCP
63
Verus Capital Partners
Arizona
$18K
WB
64
West Bancorporation
Iowa
$18K
DWA
65
Dougherty Wealth Advisers
Minnesota
$16K
CBT
66
Capital Bank & Trust
California
$16K +$22.6K +400 New
EDRH
67
Edmond de Rothschild Holding
Switzerland
$12K
AIC
68
Archer Investment Corporation
Indiana
$10K
HIA
69
Harbor Investment Advisory
Maryland
$10K
WTC
70
WhitTier Trust Company
Nevada
$6K -$74.7K -1,321 -89%
SFS
71
Sowell Financial Services
Arkansas
$6K -$170 -3 -2%
SIC
72
Salem Investment Counselors
North Carolina
$6K
LWA
73
Lowe Wealth Advisors
Maryland
$5K -$3.96K -70 -38%
OPS
74
Orion Portfolio Solutions
Nebraska
$5K
LWM
75
Liberty Wealth Management
California
$5K +$6.62K +117 New

DFE Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2020, worth a combined $119M — down 43% from $209M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DFE and 11 opened new positions — a net loss of 33 holders — while 34 trimmed existing stakes and 14 added.

The largest buyer was HNP Capital, opening a new position worth an estimated $11.3M. The largest seller was HighTower Advisors, exiting entirely with an estimated $14.2M sold.

  • 83 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $119M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2020, down 43% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2020 and 44 closed out, a net change of -33 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2020 was HNP Capital, an estimated $11.3M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2020 was HighTower Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2020.