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WisdomTree Europe SmallCap Dividend Fund
DFE

59 hedge funds and large institutions have $69.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 37.36% → 36.62% (-0.74%)

1% less capital invested

Capital invested by funds: $70.8M → $69.9M (-$892K)

2% less funds holding

Funds holding: 60 → 59 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.13M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.03M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$294K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$205K
5
VFO
Virtus Family Office
Texas
+$159K

Top Sellers

1
Jane Street
Jane Street
New York
-$7.91M
2
FTUS
Flow Traders U.S.
New York
-$3.97M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.71M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
OMC
Old Mission Capital
Illinois
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$4.95K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4.65K +$4.08K +76 +3,800%
ACA
53
Aptus Capital Advisors
Alabama
$4.23K +$3.81K +71 New
SPIA
54
Steward Partners Investment Advisory
New York
$3.82K – – –
TFGT
55
TS Financial Group (TSFG)
Illinois
$2K – – –
US Bancorp
56
US Bancorp
Minnesota
$477 – – –
DF
57
Dunhill Financial
United Kingdom
$378 +$376 +7 New
FFA
58
Farther Finance Advisors
California
$239 -$2.95K -55 -93%
LWA
59
Lowe Wealth Advisors
Maryland
$179 – – –
GI
60
Gradient Investments
Minnesota
$7 – – –
FTUS
61
Flow Traders U.S.
New York
– -$3.97M -75,621 Closed
Goldman Sachs
62
Goldman Sachs
New York
– -$1.38M -26,270 Closed
OMC
63
Old Mission Capital
Illinois
– -$1.14M -21,758 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$681K -12,975 Closed
BP
65
Ballentine Partners
Massachusetts
– -$338K -6,450 Closed
Creative Planning
66
Creative Planning
Kansas
– -$223K -4,250 Closed
WT
67
Washington Trust
Rhode Island
– -$7.92K -151 Closed
1 2
3

DFE Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2023, worth a combined $69.9M — down 1.3% from $70.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DFE and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $9.13M. The largest seller was Jane Street, cutting an estimated $7.91M.

  • 59 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $69.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2023, down 1.3% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $9.13M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2023 was Jane Street, an estimated $7.91M sold.

Based on aggregated 13F filings for Q4 2023.