We are live on ! Find out more
DFE icon

WisdomTree Europe SmallCap Dividend Fund

123 hedge funds and large institutions have $369M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.58% more ownership

Funds ownership: 39.11%39.68% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 135123 (-12)

13% less capital invested

Capital invested by funds: $423M → $369M (-$53.8M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $266K

Holders
123
Holders Change
-12
Holders Change %
-8.89%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
33
Reduced
49
Closed
26
Calls
Puts
$266K
Net Calls
-$266K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$323K +$331K +5,104 New
Citigroup
77
Citigroup
New York
$315K -$1.56M -24,005 -83%
APA
78
American Portfolios Advisors
New York
$310K -$24.3K -375 -7%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$300K +$37.5K +579 +14%
SAM
80
Seelaus Asset Management
New Jersey
$276K
CA
81
Clearstead Advisors
Ohio
$276K +$283K +4,360 New
Renaissance Technologies
82
Renaissance Technologies
New York
$272K +$279K +4,300 New
WTC
83
WhitTier Trust Company
Nevada
$246K +$13K +201 +5%
AP
84
Advisor Partners
California
$241K +$247K +3,807 New
Creative Planning
85
Creative Planning
Kansas
$238K -$60.2K -928 -20%
BHB
86
Bank Hapoalim BM
Israel
$229K -$9.14K -141 -4%
Brown Advisory
87
Brown Advisory
Maryland
$227K +$233K +3,586 New
AFP
88
Ausdal Financial Partners
Iowa
$216K +$222K +3,417 New
BRC
89
Bell Rock Capital
Delaware
$184K -$15.3K -236 -7%
AF
90
Advisornet Financial
Minnesota
$142K +$5.19K +80 +4%
IA
91
IFP Advisors
Florida
$132K +$324 +5 +0.2%
William Blair & Company
92
William Blair & Company
Illinois
$91K +$195 +3 +0.2%
APSP
93
Asset Planning Services (Pennsylvania)
Pennsylvania
$86K +$584 +9 +0.6%
SPIA
94
Steward Partners Investment Advisory
New York
$64K -$86.4K -1,333 -57%
US Bancorp
95
US Bancorp
Minnesota
$55K
CFA
96
Carroll Financial Associates
North Carolina
$44K
IFAM
97
Institutional & Family Asset Management
Colorado
$44K
SFG
98
SevenBridge Financial Group
Pennsylvania
$40K
CAC
99
Certified Advisory Corp
Florida
$35K +$65 +1 +0.2%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$34K

DFE Hedge Fund Activity: Q3 2018 in Review

123 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2018, worth a combined $369M — down 13% from $423M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DFE and 14 opened new positions — a net loss of 12 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $3.54M. The largest seller was Capital Management, exiting entirely with an estimated $10.1M sold.

  • 123 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2018, down from 135 in Q2 2018.
  • Funds reported $369M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2018, down 13% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2018 and 26 closed out, a net change of -12 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2018 was SG Americas Securities, an estimated $3.54M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2018 was Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.