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WisdomTree Europe SmallCap Dividend Fund
DFE

86 hedge funds and large institutions have $118M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 85 → 86 (+1)

2.57% less ownership

Funds ownership: 38.55% → 35.98% (-2.6%)

7% less capital invested

Capital invested by funds: $127M → $118M (-$9.42M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
25
Closed
10
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.36M
2
Jane Street
Jane Street
New York
+$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
+$754K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560K
5
RJA
Raymond James & Associates
Florida
+$462K

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$8.62M
2
FTUS
Flow Traders U.S.
New York
-$5.66M
3
Morgan Stanley
Morgan Stanley
New York
-$1.44M
4
Wells Fargo
Wells Fargo
California
-$969K
5
TCWM
Total Clarity Wealth Management
Illinois
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$6K – – –
EDRH
77
Edmond de Rothschild Holding
Switzerland
$6K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
EVM
79
Eaton Vance Management
Massachusetts
$5K -$366 -5 -7%
SPIA
80
Steward Partners Investment Advisory
New York
$5K – – –
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$4.02K – – –
EI
82
Ellevest Inc
New York
$4K – – –
HCP
83
Hexagon Capital Partners
Arkansas
$4K – – –
TFGT
84
TS Financial Group (TSFG)
Illinois
$2K – – –
FAG
85
Fortitude Advisory Group
Washington
$2K +$2.19K +30 New
US Bancorp
86
US Bancorp
Minnesota
$1K – – –
TCWM
87
Total Clarity Wealth Management
Illinois
– -$831K -11,567 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$574K -7,850 Closed
CAN
89
Cetera Advisor Networks
California
– -$332K -4,619 Closed
GPA
90
Guidance Point Advisors
Massachusetts
– -$131K -1,830 Closed
QCG
91
Quadrant Capital Group
Ohio
– -$87K -1,208 Closed
CIAS
92
Capital Investment Advisory Services
North Carolina
– -$50K -700 Closed
SBL
93
Sargent Bickham Lagudis
Colorado
– -$25K -350 Closed
FWP
94
FAS Wealth Partners
Kansas
– -$8K -108 Closed
PA
95
Parallel Advisors
California
– -$5K -63 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
– -$4K -59 Closed
1 2 3
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DFE Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2021, worth a combined $118M — down 7.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DFE positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $1.36M. The largest seller was Stratos Wealth Partners, cutting an estimated $8.62M.

  • 86 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $118M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2021, down 7.4% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2021 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2021 was Bank of America, an estimated $1.36M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2021 was Stratos Wealth Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2021.