WisdomTree Europe SmallCap Dividend Fund
DFE
102 hedge funds and large institutions have $420M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
56% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 25
7% more funds holding
Funds holding: 95 → 102 (+7)
6% more capital invested
Capital invested by funds: $396M → $420M (+$23.6M)
2.97% more ownership
Funds ownership: 40.34% → 43.3% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
47% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $2.74M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$8.88M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$8.03M |
| 3 |
Lazard Asset Management
New York
|
+$6.58M |
| 4 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
+$6.55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.45M |
Top Sellers
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$8.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.52M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.83M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$2.82M |
| 5 |
Goldman Sachs
New York
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
101
Colony Group
Boston,
Massachusetts
| $3K | +$3.01K | +53 | New |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $268 | +$143K | +2,520 | +103% |
|
|
PWPCM
103
Perella Weinberg Partners Capital Management
New York
| – | -$8.13M | -142,192 | Closed |
|
|
104
Goldman Sachs
New York
| – | -$2.59M | -45,369 | Closed |
|
105
Citadel Advisors
Miami,
Florida
| – | -$1.11M | -19,493 | Closed |
|
|
MA
106
Montag & Associates
Atlanta,
Georgia
| – | -$286K | -5,000 | Closed |
|
107
Simplex Trading
Chicago,
Illinois
| – | -$81K | -1,429 | Closed |
|
|
M
108
MOTCO
San Antonio,
Texas
| – | -$10K | -180 | Closed |
|
DFE Hedge Fund Activity: Q3 2015 in Review
102 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2015, worth a combined $420M — up 6% from $396M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DFE positions and 6 closed out — a net gain of 9 holders — while 39 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.88M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $8.13M sold.
- 102 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2015, up from 95 in Q2 2015.
- Funds reported $420M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2015, up 6% quarter-over-quarter.
- 15 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2015 and 6 closed out, a net change of +9 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2015 was Morgan Stanley, an estimated $8.88M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2015 was Perella Weinberg Partners Capital Management, an estimated $8.13M sold.
Based on aggregated 13F filings for Q3 2015.