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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

117 hedge funds and large institutions have $209M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
26
Reduced
36
Closed
8
Calls
$203K
Puts
$412K
Net Calls
-$209K
Net Calls Change
-$209K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$2.42M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$1.89M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$4.14M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$14.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$249K
2
Citadel Advisors
2
Citadel Advisors
Florida
$474K
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$60.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Advisornet Financial
Minnesota
$61K – – –
TAM
77
Townsend Asset Management
North Carolina
$59K +$59K +908 New
MWC
78
MBM Wealth Consultants
Missouri
$52K – – –
US Bancorp
79
US Bancorp
Minnesota
$49K – – –
William Blair & Company
80
William Blair & Company
Illinois
$47K – – –
CFA
81
Carroll Financial Associates
North Carolina
$45K – – –
IFAM
82
Institutional & Family Asset Management
Colorado
$45K – – –
PFBT
83
Parkside Financial Bank & Trust
Missouri
$35K – – –
VCP
84
Verus Capital Partners
Arizona
$29K +$29K +450 New
WB
85
West Bancorporation
Iowa
$29K +$29K +450 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$26K -$150K -2,284 -85%
DWA
87
Dougherty Wealth Advisers
Minnesota
$26K – – –
CFD
88
Creative Financial Designs
Indiana
$22K -$3.04K -47 -12%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
IFWM
90
Institute for Wealth Management
Colorado
$22K +$22K +343 New
ADL
91
Asset Dedication LLC
California
$20K – – –
EDRH
92
Edmond de Rothschild Holding
Switzerland
$19K – – –
AIC
93
Archer Investment Corporation
Indiana
$16K – – –
HIA
94
Harbor Investment Advisory
Maryland
$16K +$16K +250 New
WP
95
WealthShield Partners
North Carolina
$15K – – –
CHAM
96
Clear Harbor Asset Management
Connecticut
$13.1K +$13.1K +200 New
MWP
97
MYCIO Wealth Partners
Pennsylvania
$13K -$30.9K -476 -70%
LWA
98
Lowe Wealth Advisors
Maryland
$12K +$7.46K +115 +164%
SFS
99
Sowell Financial Services
Arkansas
$10K -$1.18K -18 -11%
SIC
100
Salem Investment Counselors
North Carolina
$9K – – –
1 2 3
4
5