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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

108 hedge funds and large institutions have $258M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
21
Reduced
50
Closed
14
Calls
$292K
Puts
–
Net Calls
+$292K
Net Calls Change
+$292K

Top Buyers

1
Jane Street
Jane Street
New York
$8.65M
2
UBS Group
UBS Group
Switzerland
$37.8M
3
HighTower Advisors
HighTower Advisors
Illinois
$9.82M
4
EWA
Evolution Wealth Advisors
Florida
$3.13M
5
MML Investors Services
MML Investors Services
Massachusetts
$2.01M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$723K
2
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$281K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$763K
4
Citadel Advisors
Citadel Advisors
Florida
$4.11M
5
Morgan Stanley
Morgan Stanley
New York
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$70K +$117 +2 +0.2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$56K -$25.2K -431 -31%
AF
78
Advisornet Financial
Minnesota
$56K – – –
CFA
79
Carroll Financial Associates
North Carolina
$48K +$7.86K +137 +20%
MWC
80
MBM Wealth Consultants
Missouri
$47K – – –
IFAM
81
Institutional & Family Asset Management
Colorado
$41K – – –
SFG
82
SevenBridge Financial Group
Pennsylvania
$37K – – –
CAC
83
Certified Advisory Corp
Florida
$33K – – –
PFBT
84
Parkside Financial Bank & Trust
Missouri
$32K – – –
MCM
85
Manchester Capital Management
Vermont
$31K +$31K +534 New
IA
86
IFP Advisors
Florida
$30K -$64.8K -1,085 -68%
DWA
87
Dougherty Wealth Advisers
Minnesota
$23K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
ADL
89
Asset Dedication LLC
California
$18K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$18K – – –
SWM
91
SeaCrest Wealth Management
New York
$18K – – –
EDRH
92
Edmond de Rothschild Holding
Switzerland
$17K -$95.7K -1,610 -85%
SMG
93
Spectrum Management Group
Indiana
$16K +$16K +280 New
WP
94
WealthShield Partners
North Carolina
$14K – – –
AIC
95
Archer Investment Corporation
Indiana
$14K – – –
AWM
96
Aevitas Wealth Management
Massachusetts
$7K +$7K +133 New
FHB
97
First Hawaiian Bank
Hawaii
$6K – – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
AF
99
Allworth Financial
California
$5K – – –
RFC
100
Regions Financial Corp
Alabama
$5K +$5K +90 New
1 2 3
4
5