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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

91 hedge funds and large institutions have $273M invested in WisdomTree Europe SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
19
Reduced
39
Closed
18
Calls
$448K
Puts
$3.22M
Net Calls
-$2.77M
Net Calls Change
-$18.7M

Top Buyers

1
HCM
1
Harvest Capital Management
New Hampshire
$10.9M
2
Jane Street
2
Jane Street
New York
$2.27M
3
Creative Planning
3
Creative Planning
Kansas
$1.86M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.72M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.3M
2
Bessemer Group
2
Bessemer Group
New Jersey
$8.37M
3
RIG
3
RiverFront Investment Group
Virginia
$0
4
Bank of America
4
Bank of America
North Carolina
$29.4M
5
Wells Fargo
5
Wells Fargo
California
$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Waverly Advisors
Alabama
$20K – – –
RIA
77
Regal Investment Advisors
Michigan
$17K – – –
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$16K +$16K +307 New
NES
79
New England Securities
New York
$15K -$29.5K -590 -66%
JFA
80
JNBA Financial Advisors
Minnesota
$14K – – –
PSI
81
Pinnacle Summer Investments
Virginia
$13K – – –
M
82
MOTCO
Texas
$9K – – –
MFS
83
MSI Financial Services
Massachusetts
$8K -$7.46K -151 -48%
VIA
84
Vantage Investment Advisors
Pennsylvania
$7K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
NFG
86
Next Financial Group
Texas
$3K -$73K -1,557 -96%
SSB
87
Sandy Spring Bank
Maryland
$3K – – –
Canada Life
88
Canada Life
Manitoba, Canada
$2K -$2.8K -49 -58%
ECM
89
Exchange Capital Management
Michigan
$2K +$2K +48 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130 +$20 +390 +18%
RIG
91
RiverFront Investment Group
Virginia
– -$22.5M -430,003 Closed
SIA
92
Spruce Investment Advisors
Connecticut
– -$4.72M -90,033 Closed
RJA
93
Raymond James & Associates
Florida
– -$3.15M -60,045 Closed
Barclays
94
Barclays
United Kingdom
– -$2.48M -47,606 Closed
CIBC World Market
95
CIBC World Market
Ontario, Canada
– -$1.67M -31,844 Closed
SI
96
SII Investments
Wisconsin
– -$1.65M -31,572 Closed
SB
97
Suntrust Banks
Georgia
– -$1.64M -31,315 Closed
Millennium Management
98
Millennium Management
New York
– -$1.18M -22,456 Closed
OC
99
Oppenheimer & Co
New York
– -$590K -11,251 Closed
MCC
100
Mid Continent Capital
Illinois
– -$542K -10,335 Closed
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