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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

138 hedge funds and large institutions have $503M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
20
Increased
50
Reduced
35
Closed
11
Calls
$2.02M
Puts
$944K
Net Calls
+$1.07M
Net Calls Change
-$249K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$140M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.7M
3
Wells Fargo
3
Wells Fargo
California
$33M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.92M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$2.38M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$22.1M
3
FPCM
3
Financial Partners Capital Management
New York
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$19.3M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Boston Advisors
Massachusetts
$458K – – –
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$429K – – –
FPIS
78
Financial Planning & Information Services
Wisconsin
$418K +$418K +5,984 New
WIM
79
Westside Investment Management
California
$412K +$22.3K +323 +6%
FAAS
80
First Allied Advisory Services
California
$408K -$15.2K -220 -4%
GBA
81
Garrison Bradford & Associates
New York
$378K – – –
APA
82
American Portfolios Advisors
New York
$349K -$34.5K -493 -9%
CT
83
Cambridge Trust
Massachusetts
$348K -$70K -1,000 -17%
Creative Planning
84
Creative Planning
Kansas
$327K +$36K +516 +12%
SI
85
Stephens Inc
Arkansas
$320K – – –
SAM
86
Seelaus Asset Management
New Jersey
$318K – – –
SCM
87
Shelton Capital Management
Colorado
$308K -$3.98K -57 -1%
BHB
88
Bank Hapoalim BM
Israel
$298K – – –
Baird Financial Group
89
Baird Financial Group
Wisconsin
$294K +$47.4K +678 +19%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$292K -$238K -3,396 -45%
PAG
91
Private Advisor Group
New Jersey
$276K +$276K +3,953 New
IA
92
IFP Advisors
Florida
$258K – – –
SS
93
Sunbelt Securities
Texas
$245K – – –
WTC
94
WhitTier Trust Company
Nevada
$239K – – –
WKWM
95
Walter & Keenan Wealth Management
Indiana
$225K – – –
WA
96
Wealth Architects
California
$221K -$12.1K -173 -5%
DC
97
Davenport & Co
Virginia
$206K +$206K +2,950 New
BRC
98
Bell Rock Capital
Delaware
$203K +$11.4K +163 +6%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185K +$12.9K +185 +8%
EDRH
100
Edmond de Rothschild Holding
Switzerland
$139K +$14.3K +205 +11%
2 3
4
5 6