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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

107 hedge funds and large institutions have $397M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
13
Increased
54
Reduced
19
Closed
8
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
+$1.76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$48.7M
2
NEIRG
2
New England Investment & Retirement Group
Massachusetts
$7.08M
3
CM
3
Capital Management
Virginia
$5.22M
4
Morgan Stanley
4
Morgan Stanley
New York
$93.1M
5
UBS Group
5
UBS Group
Switzerland
$41.4M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$5.79M
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$3.11M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.02M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
76
Harel Insurance Investments & Financial Services
Israel
$232K +$162K +2,500 +229%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$221K +$221K +3,395 New
AAM
78
Alken Asset Management
United Kingdom
$180K +$180K +2,793 New
BRC
79
Bell Rock Capital
Delaware
$179K +$101K +1,586 +128%
WTC
80
WhitTier Trust Company
Nevada
$150K +$9.73K +151 +7%
BlackRock
81
BlackRock
New York
$129K +$129K +2,000 New
IPC
82
Independent Portfolio Consultants
Florida
$121K +$40.1K +620 +50%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K +$1.42K +22 +1%
APSP
84
Asset Planning Services (Pennsylvania)
Pennsylvania
$89K +$41.4K +638 +87%
BTIS
85
BB&T Investment Services
North Carolina
$70K – – –
IA
86
IFP Advisors
Florida
$54K +$6.76K +105 +14%
SPIA
87
Steward Partners Investment Advisory
New York
$52K +$829 +13 +2%
PFBT
88
Parkside Financial Bank & Trust
Missouri
$51K – – –
SFG
89
SevenBridge Financial Group
Pennsylvania
$47K – – –
CFA
90
Carroll Financial Associates
North Carolina
$45K – – –
NFG
91
Next Financial Group
Texas
$41K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$38K – – –
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$31K +$27.5K +433 +787%
TFA
94
Transamerica Financial Advisors
Florida
$26K +$26K +402 New
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$129 +2 +0.6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$20K +$20K +307 New
US Bancorp
97
US Bancorp
Minnesota
$19K -$4.57K -70 -19%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
HDIM
99
Hanson & Doremus Investment Management
Vermont
$14K +$14K +214 New
SIA
100
SeaBridge Investment Advisors
New Jersey
$12K +$12K +190 New
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4
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