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WisdomTree Europe SmallCap Dividend Fund
DFE

63 hedge funds and large institutions have $86.2M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.33% less ownership

Funds ownership: 43.52% → 42.19% (-1.3%)

14% less funds holding

Funds holding: 73 → 63 (-10)

20% less capital invested

Capital invested by funds: $108M → $86.2M (-$21.7M)

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
63
Holders Change
-10
Holders Change %
-13.7%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
15
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$21.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.98M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
OMC
Old Mission Capital
Illinois
+$964K

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$38.4M
2
TC
TownSquare Capital
Utah
-$5.58M
3
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$1.02M
4
Morgan Stanley
Morgan Stanley
New York
-$1.01M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$933K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Founders Financial Alliance
North Carolina
$10.6K +$292 +5 +3%
WT
52
Washington Trust
Rhode Island
$8.43K – – –
FFA
53
Farther Finance Advisors
California
$7.99K +$3.45K +59 +70%
TRCT
54
Tower Research Capital (TRC)
New York
$7.48K – – –
CAS
55
Coppell Advisory Solutions
Texas
$7.17K +$7.59K +130 New
NA
56
NewEdge Advisors
Louisiana
$5.58K – – –
William Blair & Company
57
William Blair & Company
Illinois
$5.3K – – –
AF
58
Allworth Financial
California
$4.63K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$3.57K – – –
TFGT
60
TS Financial Group (TSFG)
Illinois
$1K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$577 -$1.05K -18 -64%
US Bancorp
62
US Bancorp
Minnesota
$447 – – –
LWA
63
Lowe Wealth Advisors
Maryland
$168 – – –
3AM
64
3EDGE Asset Management
Florida
– -$38.4M -658,422 Closed
TC
65
TownSquare Capital
Utah
– -$5.58M -95,628 Closed
EWMCB
66
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.02M -17,565 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$833K -14,285 Closed
AWAU
68
Alliance Wealth Advisors (Utah)
Utah
– -$772K -13,245 Closed
BTWM
69
Baker Tilly Wealth Management
Wisconsin
– -$715K -12,261 Closed
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
– -$709K -12,153 Closed
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
– -$237K -4,074 Closed
MG
72
Mather Group
Illinois
– -$219K -3,751 Closed
MTC
73
Matrix Trust Company
Colorado
– -$39K -666 Closed
SIC
74
Salem Investment Counselors
North Carolina
– -$8.4K -144 Closed
AAS
75
Ameritas Advisory Services
Nebraska
– -$8.44K -141 Closed
1 2
3
4

DFE Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2023, worth a combined $86.2M — down 20% from $108M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DFE and 5 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $21.4M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $38.4M sold.

  • 63 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2023, down from 73 in Q1 2023.
  • Funds reported $86.2M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2023, down 20% quarter-over-quarter.
  • 5 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2023 and 15 closed out, a net change of -10 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2023 was Jane Street, an estimated $21.4M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2023 was 3EDGE Asset Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.