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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

108 hedge funds and large institutions have $594M invested in WisdomTree Europe SmallCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
39
Reduced
38
Closed
14
Calls
$617K
Puts
$3.5M
Net Calls
-$2.89M
Net Calls Change
-$2.25M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$147M
2
RJA
2
Raymond James & Associates
Florida
$41.7M
3
BTS
3
BB&T Securities
Virginia
$19.1M
4
Ameriprise
4
Ameriprise
Minnesota
$8.97M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.83M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$78M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
VC
3
Vicus Capital
Pennsylvania
$3.28M
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
NEIRG
5
New England Investment & Retirement Group
Massachusetts
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
76
Yorktown Management & Research Company
Virginia
$240K – – –
PAG
77
Private Advisor Group
New Jersey
$231K – – –
S
78
SignatureFD
Georgia
$223K +$223K +3,904 New
SI
79
Stephens Inc
Arkansas
$208K +$3.42K +60 +2%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$203K – – –
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$171K +$7.11K +125 +4%
GWM
82
Gupta Wealth Management
California
$170K -$17.7K -311 -9%
WTC
83
WhitTier Trust Company
Nevada
$170K +$170K +2,975 New
CTC
84
Central Trust Company
Missouri
$142K +$37.8K +662 +36%
Creative Planning
85
Creative Planning
Kansas
$81K -$1.48K -26 -2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$60K -$667K -11,610 -92%
HIIFS
87
Harel Insurance Investments & Financial Services
Israel
$55K -$140K -2,495 Closed
PFBT
88
Parkside Financial Bank & Trust
Missouri
$45K – – –
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K +$11.4K +202 +40%
CFA
90
Carroll Financial Associates
North Carolina
$39K – – –
KA
91
Klingman & Associates
New York
$35K – – –
AWMS
92
Advocacy Wealth Management Services
Georgia
$34K +$34K +589 New
GWM
93
Geneos Wealth Management
Colorado
$34K +$34K +600 New
IA
94
IFP Advisors
Florida
$30K -$1.05M -17,637 -97%
HI
95
Hudock Inc
Pennsylvania
$29K +$29K +525 New
BAM
96
Bruderman Asset Management
New York
$22K -$114 -2 -0.5%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$18K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +300 New
JIC
99
Joel Isaacson & Co
New York
$16K +$16K +278 New
JFA
100
JNBA Financial Advisors
Minnesota
$15K – – –
1 2 3
4
5