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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

93 hedge funds and large institutions have $456M invested in WisdomTree Europe SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 24 closing their positions.

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
15
Increased
27
Reduced
38
Closed
24
Calls
$19.2M
Puts
$3.23M
Net Calls
+$16M
Net Calls Change
+$893K

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$13.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.39M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$4.6M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.67M
5
ACM
5
Aviance Capital Management
Florida
$3.08M

Top Sellers

1
SIA
1
Spruce Investment Advisors
Connecticut
$4.72M
2
Bank of America
2
Bank of America
North Carolina
$43.8M
3
U
3
UBS
Switzerland
$58.4M
4
Wells Fargo
4
Wells Fargo
California
$18.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$60K -$16.7K -321 -22%
CTC
77
Central Trust Company
Missouri
$49K – – –
NES
78
New England Securities
New York
$47K -$8.45K -160 -15%
CFA
79
Carroll Financial Associates
North Carolina
$36K +$36K +700 New
WA
80
Waverly Advisors
Alabama
$21K +$6.41K +120 +44%
RIA
81
Regal Investment Advisors
Michigan
$17K – – –
MFS
82
MSI Financial Services
Massachusetts
$16K -$767 -15 -5%
JFA
83
JNBA Financial Advisors
Minnesota
$14K – – –
PSI
84
Pinnacle Summer Investments
Virginia
$13K +$13K +250 New
M
85
MOTCO
Texas
$9K – – –
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$8K -$18.7K -350 -70%
VIA
87
Vantage Investment Advisors
Pennsylvania
$7K – – –
RFA
88
Reilly Financial Advisors
California
$7K – – –
Canada Life
89
Canada Life
Manitoba, Canada
$5K +$5K +84 New
HI
90
Hudock Inc
Pennsylvania
$4K +$4K +74 New
SSB
91
Sandy Spring Bank
Maryland
$3K – – –
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112 – – –
SCM
93
Summit Capital Management
Washington
– -$9.67M -160,105 Closed
Jane Street
94
Jane Street
New York
– -$7.56M -125,099 Closed
JCM
95
Janney Capital Management
Pennsylvania
– -$7.38M -122,139 Closed
CA
96
Cumberland Advisors
Florida
– -$6.21M -102,750 Closed
DC
97
Davenport & Co
Virginia
– -$5.23M -86,485 Closed
NYLIM
98
New York Life Investment Management
New York
– -$5M -82,682 Closed
IH
99
IFC Holdings
Florida
– -$3.88M -64,415 Closed
FMP
100
Financial Management Professionals
Texas
– -$3.19M -52,741 Closed
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