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WisdomTree Europe SmallCap Dividend Fund
DFE

82 hedge funds and large institutions have $100M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% less ownership

Funds ownership: 35.98% → 34.2% (-1.8%)

5% less funds holding

Funds holding: 86 → 82 (-4)

15% less capital invested

Capital invested by funds: $118M → $100M (-$18M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.6M
2
Jane Street
Jane Street
New York
+$2.98M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.79M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$2.12M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.63M
3
Wells Fargo
Wells Fargo
California
-$3.33M
4
Bank of America
Bank of America
North Carolina
-$3.03M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$3.63K – – –
EI
77
Ellevest Inc
New York
$3K – – –
HCP
78
Hexagon Capital Partners
Arkansas
$3K – – –
FAG
79
Fortitude Advisory Group
Washington
$2K – – –
TFGT
80
TS Financial Group (TSFG)
Illinois
$2K – – –
US Bancorp
81
US Bancorp
Minnesota
$1K – – –
MWM
82
Merriman Wealth Management
Washington
– -$1.31M -17,526 Closed
SAM
83
Seelaus Asset Management
New Jersey
– -$257K -3,448 Closed
BIA
84
Barry Investment Advisors
Massachusetts
– -$234K -3,141 Closed
MML Investors Services
85
MML Investors Services
Massachusetts
– -$228K -3,055 Closed
Stifel Financial
86
Stifel Financial
Missouri
– -$206K -2,762 Closed
Citigroup
87
Citigroup
New York
– -$20.5K -297 -99%
WWMSC
88
Wagner Wealth Management (South Carolina)
South Carolina
– -$21K -276 Closed
OSAM
89
O'Shaughnessy Asset Management
Connecticut
– -$14K -182 Closed
MIM
90
MTM Investment Management
South Carolina
– -$10K -130 Closed
EVM
91
Eaton Vance Management
Massachusetts
– -$5K -70 Closed
1 2 3
4

DFE Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2022, worth a combined $100M — down 15% from $118M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DFE and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Bank of New York Mellon, adding an estimated $3.6M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.

  • 82 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2022, down from 86 in Q4 2021.
  • Funds reported $100M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2022, down 15% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2022 and 9 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2022 was Bank of New York Mellon, an estimated $3.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2022 was Morgan Stanley, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2022.