DFE icon

WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

95 hedge funds and large institutions have $396M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
42
Reduced
17
Closed
12
Calls
$366K
Puts
$9.28M
Net Calls
-$8.92M
Net Calls Change
-$4.37M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$70.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.3M
3
Wells Fargo
3
Wells Fargo
California
$16.5M
4
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$9.42M
5
BWM
5
Braver Wealth Management
Massachusetts
$4.05M

Top Sellers

1
PWAG
1
Polaris Wealth Advisory Group
California
$0
2
HI
2
Horizon Investments
North Carolina
$0
3
VC
3
Vicus Capital
Pennsylvania
$2.29M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
– -$1.13M -20,354 Closed
FWM
102
Frontier Wealth Management
Missouri
– -$343K -6,155 Closed
PSI
103
Pinnacle Summer Investments
Virginia
– -$14K -250 Closed
CYG
104
Clean Yield Group
Vermont
– -$8K -140 Closed
VIA
105
Vantage Investment Advisors
Pennsylvania
– -$4K -78 Closed
WCM
106
Wealthcare Capital Management
Virginia
– -$3K -54 Closed
SAM
107
Shamrock Asset Management
Texas
– -$3K -52 Closed
1 2 3 4
5