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WisdomTree Europe SmallCap Dividend Fund
DFE

83 hedge funds and large institutions have $119M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 35.24% → 37.49% (+2.2%)

30% less funds holding

Funds holding: 118 → 83 (-35)

43% less capital invested

Capital invested by funds: $209M → $119M (-$89.6M)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

75% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
-35
Holders Change %
-29.66%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
14
Reduced
34
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HC
HNP Capital
New York
+$11.3M
2
Jane Street
Jane Street
New York
+$6.87M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.89M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.09M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$14.2M
2
Morgan Stanley
Morgan Stanley
New York
-$7.54M
3
UBS Group
UBS Group
Switzerland
-$5.34M
4
PCM
Perritt Capital Management
Illinois
-$4.25M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$3K – – –
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$3K – – –
TRCT
78
Tower Research Capital (TRC)
New York
$3K – – –
AF
79
Advisornet Financial
Minnesota
$2K -$49.8K -880 -94%
SIS
80
Sound Income Strategies
Florida
$1K – – –
TFGT
81
TS Financial Group (TSFG)
Illinois
$1K – – –
WIM
82
Westside Investment Management
California
$9 +$13.6K +240 New
HighTower Advisors
83
HighTower Advisors
Illinois
– -$14.2M -217,549 Closed
PCM
84
Perritt Capital Management
Illinois
– -$4.25M -64,962 Closed
Allianz Asset Management
85
Allianz Asset Management
Germany
– -$2.42M -37,000 Closed
CIBC World Market
86
CIBC World Market
Ontario, Canada
– -$1.89M -28,911 Closed
WQ
87
Wealth Quarterback
New Jersey
– -$252 -13,447 Closed
RJFSA
88
Raymond James Financial Services Advisors
Florida
– -$497K -7,600 Closed
NS
89
NewDay Solutions
New Hampshire
– -$407K -6,225 Closed
EVM
90
Eaton Vance Management
Massachusetts
– -$374K -5,725 Closed
Prudential Financial
91
Prudential Financial
New Jersey
– -$328K -5,012 Closed
SC
92
Scotia Capital
Ontario, Canada
– -$327K -5,000 Closed
SI
93
Stephens Inc
Arkansas
– -$318K -4,872 Closed
Creative Planning
94
Creative Planning
Kansas
– -$316K -4,837 Closed
UCFA
95
United Capital Financial Advisors
Texas
– -$311K -4,758 Closed
BIA
96
Barry Investment Advisors
Massachusetts
– -$305K -4,731 Closed
IWS
97
Insight Wealth Strategies
California
– -$306K -4,684 Closed
PAMG
98
Patton Albertson Miller Group
Tennessee
– -$297K -4,545 Closed
BRC
99
Bell Rock Capital
Delaware
– -$289K -4,482 Closed
SAM
100
Seelaus Asset Management
New Jersey
– -$272K -4,158 Closed
2 3
4
5 6

DFE Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2020, worth a combined $119M — down 43% from $209M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DFE and 11 opened new positions — a net loss of 33 holders — while 34 trimmed existing stakes and 14 added.

The largest buyer was HNP Capital, opening a new position worth an estimated $11.3M. The largest seller was HighTower Advisors, exiting entirely with an estimated $14.2M sold.

  • 83 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $119M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2020, down 43% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2020 and 44 closed out, a net change of -33 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2020 was HNP Capital, an estimated $11.3M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2020 was HighTower Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2020.