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WisdomTree Europe SmallCap Dividend Fund
DFE

85 hedge funds and large institutions have $127M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $119M → $127M (+$8.68M)

4% more funds holding

Funds holding: 82 → 85 (+3)

3.35% more ownership

Funds ownership: 35.2% → 38.55% (+3.4%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$5.58M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.74M
3
Jane Street
Jane Street
New York
+$3.35M
4
Wells Fargo
Wells Fargo
California
+$1.7M
5
Bank of America
Bank of America
North Carolina
+$1.55M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.38M
2
Ameriprise
Ameriprise
Minnesota
-$2.09M
3
SFG
Sovereign Financial Group
Connecticut
-$1.01M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$771K
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
51
Quadrant Capital Group
Ohio
$87K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$82K – – –
IAS
53
IMA Advisory Services
Colorado
$72K +$30.3K +400 +67%
SWM
54
Spire Wealth Management
Virginia
$66K +$227 +3 +0.3%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$58K -$31.8K -420 -34%
CIAS
56
Capital Investment Advisory Services
North Carolina
$50K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$30K – – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$26K +$26.3K +347 +2,892%
SBL
60
Sargent Bickham Lagudis
Colorado
$25K – – –
Citigroup
61
Citigroup
New York
$22K -$78.6K -1,039 -78%
MIM
62
MTM Investment Management
South Carolina
$17K – – –
DWA
63
Dougherty Wealth Advisers
Minnesota
$13K -$16.6K -219 -55%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$13K – – –
FFA
65
Founders Financial Alliance
North Carolina
$12K +$76 +1 +0.6%
WT
66
Washington Trust
Rhode Island
$11K – – –
WTC
67
WhitTier Trust Company
Nevada
$11K – – –
SIC
68
Salem Investment Counselors
North Carolina
$10K – – –
TRCT
69
Tower Research Capital (TRC)
New York
$10K – – –
JIR
70
James Investment Research
Ohio
$9K -$151 -2 -2%
LWA
71
Lowe Wealth Advisors
Maryland
$8K – – –
FWP
72
FAS Wealth Partners
Kansas
$8K +$8.17K +108 New
William Blair & Company
73
William Blair & Company
Illinois
$7K – – –
AF
74
Allworth Financial
California
$6K – – –
EDRH
75
Edmond de Rothschild Holding
Switzerland
$6K – – –
1 2
3
4

DFE Hedge Fund Activity: Q3 2021 in Review

85 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2021, worth a combined $127M — up 7.3% from $119M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFE positions and 2 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Susquehanna International Group, cutting an estimated $2.38M.

  • 85 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2021, up from 82 in Q2 2021.
  • Funds reported $127M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2021, up 7.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2021 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2021 was Flow Traders U.S., an estimated $5.58M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2021 was Susquehanna International Group, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2021.