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WisdomTree Europe SmallCap Dividend Fund

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

184% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $336M → $397M (+$61.2M)

5% more funds holding

Funds holding: 102107 (+5)

0.65% less ownership

Funds ownership: 43.37%42.72% (-0.65%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

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
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
76
Harel Insurance Investments & Financial Services
Israel
$232K +$159K +2,500 +229%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$221K +$216K +3,395 New
AAM
78
Alken Asset Management
United Kingdom
$180K +$178K +2,793 New
BRC
79
Bell Rock Capital
Delaware
$179K +$101K +1,586 +128%
WTC
80
WhitTier Trust Company
Nevada
$150K +$9.62K +151 +7%
BlackRock
81
BlackRock
New York
$129K +$127K +2,000 New
IPC
82
Independent Portfolio Consultants
Florida
$121K +$39.5K +620 +50%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K +$1.4K +22 +1%
APSP
84
Asset Planning Services (Pennsylvania)
Pennsylvania
$89K +$40.7K +638 +87%
BTIS
85
BB&T Investment Services
North Carolina
$70K
IA
86
IFP Advisors
Florida
$54K +$6.69K +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
JP Morgan Chase
93
JP Morgan Chase
New York
$31K +$27.6K +433 +787%
TFA
94
Transamerica Financial Advisors
Florida
$26K +$25.6K +402 New
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$127 +2 +0.6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$20K +$19.6K +307 New
US Bancorp
97
US Bancorp
Minnesota
$19K -$4.46K -70 -19%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$19K
HDIM
99
Hanson & Doremus Investment Management
Vermont
$14K +$13.6K +214 New
SIA
100
SeaBridge Investment Advisors
New Jersey
$12K +$12.1K +190 New

DFE Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2017, worth a combined $397M — up 18% from $336M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFE positions and 8 closed out — a net gain of 5 holders — while 54 added to existing stakes and 19 trimmed.

The largest buyer was Citigroup, adding an estimated $13.9M. The largest seller was Bessemer Group, exiting entirely with an estimated $5.82M sold.

  • 107 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2017, up from 102 in Q1 2017.
  • Funds reported $397M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2017, up 18% quarter-over-quarter.
  • 13 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2017 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2017 was Citigroup, an estimated $13.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2017 was Bessemer Group, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2017.