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WisdomTree Europe SmallCap Dividend Fund
DFE

86 hedge funds and large institutions have $118M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 85 → 86 (+1)

2.57% less ownership

Funds ownership: 38.55% → 35.98% (-2.6%)

7% less capital invested

Capital invested by funds: $127M → $118M (-$9.42M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
25
Closed
10
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.36M
2
Jane Street
Jane Street
New York
+$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
+$754K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560K
5
RJA
Raymond James & Associates
Florida
+$462K

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$8.62M
2
FTUS
Flow Traders U.S.
New York
-$5.66M
3
Morgan Stanley
Morgan Stanley
New York
-$1.44M
4
Wells Fargo
Wells Fargo
California
-$969K
5
TCWM
Total Clarity Wealth Management
Illinois
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$115K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$88K +$26.7K +365 +45%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$84K – – –
IAS
54
IMA Advisory Services
Colorado
$75K – – –
SWM
55
Spire Wealth Management
Virginia
$70K +$2.49K +34 +4%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$47K +$46.4K +635 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
TWC
58
TD Waterhouse Canada
Ontario, Canada
$37.6K +$36.6K +500 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$29K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$29K +$2.71K +37 +10%
WB
61
West Bancorporation
Iowa
$24K +$23.4K +320 New
Citigroup
62
Citigroup
New York
$22K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.9K +300 New
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$20.2K +276 New
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$14K – – –
DWA
66
Dougherty Wealth Advisers
Minnesota
$13K – – –
FFA
67
Founders Financial Alliance
North Carolina
$13K +$73 +1 +0.6%
WTC
68
WhitTier Trust Company
Nevada
$12K – – –
SIC
69
Salem Investment Counselors
North Carolina
$11K – – –
WT
70
Washington Trust
Rhode Island
$11K – – –
MIM
71
MTM Investment Management
South Carolina
$10K -$7.97K -109 -46%
TRCT
72
Tower Research Capital (TRC)
New York
$10K – – –
LWA
73
Lowe Wealth Advisors
Maryland
$9K – – –
William Blair & Company
74
William Blair & Company
Illinois
$7K – – –
JIR
75
James Investment Research
Ohio
$6K -$3.73K -51 -40%
1 2
3
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DFE Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2021, worth a combined $118M — down 7.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DFE positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $1.36M. The largest seller was Stratos Wealth Partners, cutting an estimated $8.62M.

  • 86 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $118M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2021, down 7.4% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2021 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2021 was Bank of America, an estimated $1.36M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2021 was Stratos Wealth Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2021.