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WisdomTree Europe SmallCap Dividend Fund
DFE

65 hedge funds and large institutions have $56.6M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 63 → 65 (+2)

3% more capital invested

Capital invested by funds: $54.8M → $56.6M (+$1.83M)

0.6% less ownership

Funds ownership: 30.59% → 30% (-0.6%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.92M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M
3
FTUS
Flow Traders U.S.
New York
+$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
+$852K
5
CCA
Conservest Capital Advisors
Pennsylvania
+$816K

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
-$9.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
Jane Street
Jane Street
New York
-$1.21M
4
UBS Group
UBS Group
Switzerland
-$596K
5
Bank of America
Bank of America
North Carolina
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
51
Washington Trust
Rhode Island
$8.26K – – –
SIC
52
Salem Investment Counselors
North Carolina
$7.88K – – –
TRCT
53
Tower Research Capital (TRC)
New York
$7K – – –
FFA
54
Farther Finance Advisors
California
$5.25K +$4.96K +96 New
William Blair & Company
55
William Blair & Company
Illinois
$5.2K – – –
AF
56
Allworth Financial
California
$4.54K – – –
ACA
57
Aptus Capital Advisors
Alabama
$3.88K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$3.5K – – –
HCP
59
Hexagon Capital Partners
Arkansas
$2.74K – – –
RIA
60
Realta Investment Advisors
Delaware
$2.57K – – –
JIR
61
James Investment Research
Ohio
$2K -$3.51K -68 -63%
TFGT
62
TS Financial Group (TSFG)
Illinois
$1K – – –
US Bancorp
63
US Bancorp
Minnesota
$438 – – –
LWA
64
Lowe Wealth Advisors
Maryland
$164 – – –
NA
65
NewEdge Advisors
Louisiana
$5 +$5.17K +100 New
MFWM
66
Motley Fool Wealth Management
Virginia
– -$9.26M -204,635 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$1.49M -32,851 Closed
GBA
68
Garrison Bradford & Associates
New York
– -$294K -6,500 Closed
AFAS
69
Acorn Financial Advisory Services
Virginia
– -$211K -4,670 Closed
WB
70
West Bancorporation
Iowa
– -$14K -320 Closed
WWMSC
71
Wagner Wealth Management (South Carolina)
South Carolina
– -$13K -279 Closed
WTC
72
WhitTier Trust Company
Nevada
– -$7K -159 Closed
APW
73
Axim Planning & Wealth
Ohio
– -$1K -33 Closed
1 2
3

DFE Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2022, worth a combined $56.6M — up 3.3% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFE positions and 9 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.92M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $9.26M sold.

  • 65 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $56.6M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2022, up 3.3% quarter-over-quarter.
  • 12 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2022 was Old Mission Capital, an estimated $2.92M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2022 was Motley Fool Wealth Management, an estimated $9.26M sold.

Based on aggregated 13F filings for Q4 2022.