WisdomTree Europe SmallCap Dividend Fund
DFE
80 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $95.3M → $108M (+$12.9M)
10.97% more ownership
Funds ownership: 32.46% → 43.43% (+11%)
7% more funds holding
Funds holding: 75 → 80 (+5)
50% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 30
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$31.8M |
| 2 |
Jane Street
New York
|
+$4.27M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.38M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$943K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$816K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$7.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$860K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$684K |
| 4 |
Morgan Stanley
New York
|
-$370K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EI
76
Ellevest Inc
New York
| $3K | – | – | – |
|
77
Fidelity Investments
Boston,
Massachusetts
| $2K | -$3.45K | -51 | -67% |
|
|
TFGT
78
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
79
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
OIM
80
Oder Investment Management
Woodland Hills,
California
| – | -$12K | -182 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -178 | Closed |
|
|
SFS
82
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$9.82K | -145 | -98% |
|
83
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -100 | Closed |
|
DFE Hedge Fund Activity: Q1 2021 in Review
80 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2021, worth a combined $108M — up 13% from $95.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DFE positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 30 trimmed.
The largest buyer was Financial Perspectives, adding an estimated $31.8M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.51M.
- 80 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2021, up from 75 in Q4 2020.
- Funds reported $108M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2021, up 13% quarter-over-quarter.
- 8 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2021 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2021 was Financial Perspectives, an estimated $31.8M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2021 was Motley Fool Wealth Management, an estimated $7.51M sold.
Based on aggregated 13F filings for Q1 2021.