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WisdomTree Europe SmallCap Dividend Fund
DFE

60 hedge funds and large institutions have $70.8M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 63 → 60 (-3)

4.83% less ownership

Funds ownership: 42.19% → 37.36% (-4.8%)

18% less capital invested

Capital invested by funds: $86.2M → $70.8M (-$15.4M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$566K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$480K
5
Wells Fargo
Wells Fargo
California
+$136K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.97M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.71M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.32M
5
WAG
Wallace Advisory Group
California
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$7.03K – – –
NA
52
NewEdge Advisors
Louisiana
$5.25K – – –
William Blair & Company
53
William Blair & Company
Illinois
$4.99K – – –
AF
54
Allworth Financial
California
$4.36K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$3.36K – – –
FFA
56
Farther Finance Advisors
California
$3.1K -$4.66K -84 -59%
TFGT
57
TS Financial Group (TSFG)
Illinois
$1K – – –
US Bancorp
58
US Bancorp
Minnesota
$420 – – –
LWA
59
Lowe Wealth Advisors
Maryland
$157 – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$105 -$444 -8 -80%
GI
61
Gradient Investments
Minnesota
$6 – – –
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
– -$2.2M -39,400 Closed
WAG
63
Wallace Advisory Group
California
– -$1.04M -17,760 Closed
PWAG
64
Polaris Wealth Advisory Group
California
– -$206K -3,695 Closed
MIH
65
Meitav Investment House
Israel
– -$184K -3,330 Closed
IAS
66
IMA Advisory Services
Colorado
– -$55.8K -1,000 Closed
CAS
67
Coppell Advisory Solutions
Texas
– -$7.17K -130 Closed
1 2
3

DFE Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2023, worth a combined $70.8M — down 18% from $86.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DFE and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 11 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.2M. The largest seller was Jane Street, cutting an estimated $8.97M.

  • 60 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2023, down from 63 in Q2 2023.
  • Funds reported $70.8M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2023, down 18% quarter-over-quarter.
  • 4 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2023 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2023 was Flow Traders U.S., an estimated $4.2M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2023 was Jane Street, an estimated $8.97M sold.

Based on aggregated 13F filings for Q3 2023.