WisdomTree Europe SmallCap Dividend Fund
DFE
75 hedge funds and large institutions have $95.3M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 13 closing their positions.
10% more capital invested
Capital invested by funds: $86.9M → $95.3M (+$8.46M)
4.34% more ownership
Funds ownership: 28.12% → 32.46% (+4.3%)
5% less funds holding
Funds holding: 79 → 75 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
62% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.52M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$509K |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$324K |
| 4 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
+$227K |
| 5 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.13M |
| 2 |
Morgan Stanley
New York
|
-$4.54M |
| 3 |
NCM
Noesis Capital Mangement
Boca Raton,
Florida
|
-$2.75M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.73M |
| 5 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Jane Street
New York
| – | -$5.13M | -96,555 | Closed |
|
|
NCM
77
Noesis Capital Mangement
Boca Raton,
Florida
| – | -$2.75M | -51,712 | Closed |
|
|
FTUS
78
Flow Traders U.S.
New York
| – | -$349K | -6,569 | Closed |
|
|
IWS
79
Insight Wealth Strategies
San Ramon,
California
| – | -$231K | -4,343 | Closed |
|
|
WKWM
80
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| – | -$213K | -4,000 | Closed |
|
|
MWC
81
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$43K | -802 | Closed |
|
|
PFS
82
Prospera Financial Services
Dallas,
Texas
| – | -$16K | -305 | Closed |
|
|
AIC
83
Archer Investment Corporation
Carmel,
Indiana
| – | -$13.1K | -247 | Closed |
|
|
CHAM
84
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$10.6K | -200 | Closed |
|
|
WIM
85
Westside Investment Management
Santa Monica,
California
| – | -$5 | -100 | Closed |
|
|
ZB
86
Zions Bancorporation
Salt Lake City,
Utah
| – | -$5K | -100 | Closed |
|
87
Simplex Trading
Chicago,
Illinois
| – | -$4K | -76 | Closed |
|
|
SIS
88
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1K | -25 | Closed |
|
DFE Hedge Fund Activity: Q4 2020 in Review
75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2020, worth a combined $95.3M — up 9.7% from $86.9M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DFE and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 11 added.
The largest buyer was Citadel Advisors, adding an estimated $5.52M. The largest seller was Jane Street, exiting entirely with an estimated $5.13M sold.
- 75 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2020, down from 79 in Q3 2020.
- Funds reported $95.3M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2020, up 9.7% quarter-over-quarter.
- 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2020 and 13 closed out, a net change of -3 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $5.52M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2020 was Jane Street, an estimated $5.13M sold.
Based on aggregated 13F filings for Q4 2020.