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WisdomTree Europe SmallCap Dividend Fund
DFE

75 hedge funds and large institutions have $95.3M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $86.9M → $95.3M (+$8.46M)

4.34% more ownership

Funds ownership: 28.12% → 32.46% (+4.3%)

5% less funds holding

Funds holding: 79 → 75 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

62% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 29

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.52M
2
MFWM
Motley Fool Wealth Management
Virginia
+$509K
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$324K
4
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
+$227K
5
BIA
Barry Investment Advisors
Massachusetts
+$207K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.13M
2
Morgan Stanley
Morgan Stanley
New York
-$4.54M
3
NCM
Noesis Capital Mangement
Florida
-$2.75M
4
Ameriprise
Ameriprise
Minnesota
-$1.73M
5
IAS
IMA Advisory Services
Colorado
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$52K +$14.5K +251 +45%
CIAS
52
Capital Investment Advisory Services
North Carolina
$45K – – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$26K – – –
DWA
55
Dougherty Wealth Advisers
Minnesota
$26K – – –
HCP
56
Hexagon Capital Partners
Arkansas
$23K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
MIM
58
MTM Investment Management
South Carolina
$15K +$13.8K +239 New
OIM
59
Oder Investment Management
California
$12K +$10.5K +182 New
FFA
60
Founders Financial Alliance
North Carolina
$11K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.3K +178 New
SFS
62
Sowell Financial Services
Arkansas
$10K – – –
WTC
63
WhitTier Trust Company
Nevada
$10K – – –
SIC
64
Salem Investment Counselors
North Carolina
$9K – – –
LWA
65
Lowe Wealth Advisors
Maryland
$7K – – –
Bessemer Group
66
Bessemer Group
New Jersey
$6K – – –
William Blair & Company
67
William Blair & Company
Illinois
$6K – – –
AF
68
Allworth Financial
California
$5K – – –
EDRH
69
Edmond de Rothschild Holding
Switzerland
$5K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$5K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$5K +$4.39K +76 New
TRCT
72
Tower Research Capital (TRC)
New York
$4K – – –
EI
73
Ellevest Inc
New York
$3K +$2.89K +50 New
TFGT
74
TS Financial Group (TSFG)
Illinois
$2K – – –
US Bancorp
75
US Bancorp
Minnesota
$1K – – –
1 2
3
4

DFE Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2020, worth a combined $95.3M — up 9.7% from $86.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DFE and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, adding an estimated $5.52M. The largest seller was Jane Street, exiting entirely with an estimated $5.13M sold.

  • 75 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2020, down from 79 in Q3 2020.
  • Funds reported $95.3M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2020 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $5.52M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2020 was Jane Street, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2020.