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WisdomTree Europe SmallCap Dividend Fund

73 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

90% more capital invested

Capital invested by funds: $56.6M → $108M (+$51.3M)

13.52% more ownership

Funds ownership: 30%43.52% (+14%)

12% more funds holding

Funds holding: 6573 (+8)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
15
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$21K +$21.1K +360 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$17K
WT
53
Whittier Trust
California
$16.8K -$5.39K -92 -24%
SWM
54
Spire Wealth Management
Virginia
$15.5K
WP
55
WealthShield Partners
North Carolina
$13.6K +$13.7K +233 New
FFA
56
Founders Financial Alliance
North Carolina
$10.8K +$117 +2 +1%
WT
57
Washington Trust
Rhode Island
$8.8K
AAS
58
Ameritas Advisory Services
Nebraska
$8.44K +$8.27K +141 New
SIC
59
Salem Investment Counselors
North Carolina
$8.4K
TRCT
60
Tower Research Capital (TRC)
New York
$8K
NA
61
NewEdge Advisors
Louisiana
$5.83K
William Blair & Company
62
William Blair & Company
Illinois
$5.54K
FFA
63
Farther Finance Advisors
California
$4.9K -$704 -12 -13%
AF
64
Allworth Financial
California
$4.84K
ACA
65
Aptus Capital Advisors
Alabama
$4.14K
SPIA
66
Steward Partners Investment Advisory
New York
$3.73K
HCP
67
Hexagon Capital Partners
Arkansas
$2.92K
JIR
68
James Investment Research
Ohio
$2K
TFGT
69
TS Financial Group (TSFG)
Illinois
$2K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.65K +$1.64K +28 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.2K +$353K +6,016 +41%
US Bancorp
72
US Bancorp
Minnesota
$466
LWA
73
Lowe Wealth Advisors
Maryland
$175
FTUS
74
Flow Traders U.S.
New York
-$1.15M -21,048 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$902K -16,486 Closed

DFE Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2023, worth a combined $108M — up 90% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $38.6M. The largest seller was Jane Street, cutting an estimated $2.96M.

  • 73 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $108M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2023, up 90% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2023 was 3EDGE Asset Management, an estimated $38.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2023 was Jane Street, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2023.