WisdomTree Europe SmallCap Dividend Fund
DFE
82 hedge funds and large institutions have $119M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $108M → $119M (+$10.5M)
3% more funds holding
Funds holding: 80 → 82 (+2)
8.22% less ownership
Funds ownership: 43.43% → 35.2% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$8.22M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.58M |
| 3 |
Morgan Stanley
New York
|
+$1.8M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.33M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$35.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.23M |
| 3 |
Jane Street
New York
|
-$2.01M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$335K |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$326K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Qube Research & Technologies (QRT)
London,
United Kingdom
| $6K | +$6.04K | +81 | New |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $5K | -$64.5K | -866 | -93% |
|
|
EI
78
Ellevest Inc
New York
| $4K | – | – | – |
|
|
HCP
79
Hexagon Capital Partners
Rogers,
Arkansas
| $4K | – | – | – |
|
|
TFGT
80
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
81
Fidelity Investments
Boston,
Massachusetts
| $1K | -$969 | -13 | -52% |
|
82
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
83
Citadel Advisors
Miami,
Florida
| – | -$6.23M | -89,403 | Closed |
|
|
FHC
84
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$335K | -4,815 | Closed |
|
|
VFA
85
Voya Financial Advisors
Windsor,
Connecticut
| – | -$326K | -4,709 | Closed |
|
|
AIC
86
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9.82K | -141 | Closed |
|
DFE Hedge Fund Activity: Q2 2021 in Review
82 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2021, worth a combined $119M — up 9.7% from $108M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DFE positions and 5 closed out — a net gain of 2 holders — while 27 added to existing stakes and 17 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $8.22M. The largest seller was Financial Perspectives, cutting an estimated $35.1M.
- 82 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2021, up from 80 in Q1 2021.
- Funds reported $119M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2021, up 9.7% quarter-over-quarter.
- 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2021 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2021 was Stratos Wealth Partners, an estimated $8.22M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2021 was Financial Perspectives, an estimated $35.1M sold.
Based on aggregated 13F filings for Q2 2021.