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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

80 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
15
Reduced
30
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
1
Financial Perspectives
Minnesota
$6.85M
2
Jane Street
2
Jane Street
New York
$4.39M
3
OMC
3
Old Mission Capital
Illinois
$2.05M
4
Wells Fargo
4
Wells Fargo
California
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$1.99M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$15.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.23M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.5M
5
UBS Group
5
UBS Group
Switzerland
$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$64.8K +$64.8K +930 New
SWM
52
Spire Wealth Management
Virginia
$63K +$63K +899 New
EFSCE
53
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$56K – – –
CIAS
55
Capital Investment Advisory Services
North Carolina
$49K – – –
IAS
56
IMA Advisory Services
Colorado
$42K -$34.2K -488 -45%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$35K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$29K – – –
DWA
59
Dougherty Wealth Advisers
Minnesota
$28K – – –
SBL
60
Sargent Bickham Lagudis
Colorado
$24K +$24K +350 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
MIM
62
MTM Investment Management
South Carolina
$17K – – –
FFA
63
Founders Financial Alliance
North Carolina
$12K +$71 +1 +0.6%
WTC
64
WhitTier Trust Company
Nevada
$11K – – –
WT
65
Washington Trust
Rhode Island
$11K +$11K +151 New
SIC
66
Salem Investment Counselors
North Carolina
$10K – – –
AIC
67
Ameritas Investment Company
Nebraska
$9.82K +$9.82K +141 New
TRCT
68
Tower Research Capital (TRC)
New York
$9K +$4.9K +73 +120%
LWA
69
Lowe Wealth Advisors
Maryland
$8K – – –
William Blair & Company
70
William Blair & Company
Illinois
$7K – – –
AF
71
Allworth Financial
California
$6K – – –
EDRH
72
Edmond de Rothschild Holding
Switzerland
$6K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$6K – – –
EVM
74
Eaton Vance Management
Massachusetts
$5K +$5K +75 New
HCP
75
Hexagon Capital Partners
Arkansas
$3K -$19.2K -320 -86%
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