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WisdomTree Europe SmallCap Dividend Fund
DFE

61 hedge funds and large institutions have $57.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 59 → 61 (+2)

6.34% less ownership

Funds ownership: 36.62% → 30.27% (-6.3%)

17% less capital invested

Capital invested by funds: $69.9M → $57.9M (-$12M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.1M
2
FTUS
Flow Traders U.S.
New York
+$2.01M
3
Bank of America
Bank of America
North Carolina
+$335K
4
CA
Continuum Advisory
Idaho
+$91.7K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$88.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.4M
2
CC
Courier Capital
New York
-$3.42M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$346K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$314K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$4.24K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$3.82K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$3.7K -$931 -16 -21%
RIA
54
Realta Investment Advisors
Delaware
$2.81K +$2.73K +47 New
LI
55
LRI Investments
Florida
$2.63K +$2.56K +44 New
TFGT
56
TS Financial Group (TSFG)
Illinois
$2K – – –
MG
57
Mather Group
Illinois
$1.19K +$1.16K +20 New
US Bancorp
58
US Bancorp
Minnesota
$478 – – –
DF
59
Dunhill Financial
United Kingdom
$388 – – –
FFA
60
Farther Finance Advisors
California
$239 – – –
LWA
61
Lowe Wealth Advisors
Maryland
$179 – – –
GI
62
Gradient Investments
Minnesota
$7 – – –
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
– -$227K -3,814 Closed
Ameriprise
64
Ameriprise
Minnesota
– -$224K -3,757 Closed
WP
65
WealthShield Partners
North Carolina
– -$14.6K -244 Closed
1 2
3

DFE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2024, worth a combined $57.9M — down 17% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DFE positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 61 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $57.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2024, down 17% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2024 was Jane Street, an estimated $3.1M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2024.