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WisdomTree Europe SmallCap Dividend Fund
DFE

82 hedge funds and large institutions have $119M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $108M → $119M (+$10.5M)

3% more funds holding

Funds holding: 80 → 82 (+2)

8.22% less ownership

Funds ownership: 43.43% → 35.2% (-8.2%)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$8.22M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.58M
3
Morgan Stanley
Morgan Stanley
New York
+$1.8M
4
MWM
Merriman Wealth Management
Washington
+$1.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$35.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.23M
3
Jane Street
Jane Street
New York
-$2.01M
4
FHC
First Heartland Consultants
Missouri
-$335K
5
VFA
Voya Financial Advisors
Connecticut
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
51
Quadrant Capital Group
Ohio
$89K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$84K – – –
SWM
53
Spire Wealth Management
Virginia
$67K +$671 +9 +1%
CIAS
54
Capital Investment Advisory Services
North Carolina
$51K – – –
IAS
55
IMA Advisory Services
Colorado
$44K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
EFSCE
57
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$27.9K -375 -46%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$29K – – –
DWA
59
Dougherty Wealth Advisers
Minnesota
$29K – – –
SBL
60
Sargent Bickham Lagudis
Colorado
$26K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
MIM
62
MTM Investment Management
South Carolina
$18K – – –
FFA
63
Founders Financial Alliance
North Carolina
$13K +$149 +2 +1%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$13K +$13.6K +182 New
WTC
65
WhitTier Trust Company
Nevada
$12K – – –
SIC
66
Salem Investment Counselors
North Carolina
$11K – – –
WT
67
Washington Trust
Rhode Island
$11K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$10K – – –
JIR
69
James Investment Research
Ohio
$10K +$9.69K +130 New
LWA
70
Lowe Wealth Advisors
Maryland
$8K – – –
William Blair & Company
71
William Blair & Company
Illinois
$7K – – –
AF
72
Allworth Financial
California
$6K – – –
EVM
73
Eaton Vance Management
Massachusetts
$6K – – –
EDRH
74
Edmond de Rothschild Holding
Switzerland
$6K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$6K – – –
1 2
3
4

DFE Hedge Fund Activity: Q2 2021 in Review

82 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2021, worth a combined $119M — up 9.7% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFE positions and 5 closed out — a net gain of 2 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $8.22M. The largest seller was Financial Perspectives, cutting an estimated $35.1M.

  • 82 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2021, up from 80 in Q1 2021.
  • Funds reported $119M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2021, up 9.7% quarter-over-quarter.
  • 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2021 was Stratos Wealth Partners, an estimated $8.22M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2021 was Financial Perspectives, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2021.