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WisdomTree Europe SmallCap Dividend Fund
DFE

102 hedge funds and large institutions have $336M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

19% more capital invested

Capital invested by funds: $281M → $336M (+$54.1M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1.14% more ownership

Funds ownership: 42.23% → 43.37% (+1.1%)

0% more funds holding

Funds holding: 102 → 102 (0)

65% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $3.31M

Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
40
Reduced
26
Closed
14
Calls
$1.15M
Puts
$3.31M
Net Calls
-$2.16M
Net Calls Change
-$543K

Top Buyers

1
Citigroup
Citigroup
New York
+$20.8M
2
CC
Courier Capital
New York
+$9.89M
3
SG Americas Securities
SG Americas Securities
New York
+$6.79M
4
Morgan Stanley
Morgan Stanley
New York
+$6.2M
5
NCM
Noesis Capital Mangement
Florida
+$4.14M

Top Sellers

1
HCM
Harvest Capital Management
New Hampshire
-$8M
2
ACM
Aviance Capital Management
Florida
-$3.49M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.4M
4
BTS
BB&T Securities
Virginia
-$3.2M
5
Ameriprise
Ameriprise
Minnesota
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
101
Sandy Spring Bank
Maryland
$3K – – –
ACM
102
Aviance Capital Management
Florida
– -$3.49M -63,819 Closed
Citadel Advisors
103
Citadel Advisors
Florida
– -$3.4M -62,321 Closed
VKH
104
Virtu KCG Holdings
New York
– -$2.42M -44,302 Closed
Goldman Sachs
105
Goldman Sachs
New York
– -$850K -15,563 Closed
Verition Fund Management
106
Verition Fund Management
Connecticut
– -$550K -10,078 Closed
ICOA
107
Investment Centers of America
North Dakota
– -$500K -9,093 Closed
FTUS
108
Flow Traders U.S.
New York
– -$350K -6,414 Closed
YMRC
109
Yorktown Management & Research Company
Virginia
– -$202K -3,700 Closed
TFA
110
Transamerica Financial Advisors
Florida
– -$38K -680 Closed
GWM
111
Geneos Wealth Management
Colorado
– -$32K -600 Closed
BAM
112
Bruderman Asset Management
New York
– -$21K -385 Closed
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
– -$17K -307 Closed
CIM
114
Contravisory Investment Management
Massachusetts
– -$2K -41 Closed
YWP
115
YorkBridge Wealth Partners
New York
– -$1K -20 Closed
1 2 3 4
5

DFE Hedge Fund Activity: Q1 2017 in Review

102 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2017, worth a combined $336M — up 19% from $281M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFE positions and 14 closed out — a net gain of 2 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Citigroup, adding an estimated $20.8M. The largest seller was Harvest Capital Management, cutting an estimated $8M.

  • 102 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $336M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2017, up 19% quarter-over-quarter.
  • 16 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2017 and 14 closed out, a net change of +2 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2017 was Citigroup, an estimated $20.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2017 was Harvest Capital Management, an estimated $8M sold.

Based on aggregated 13F filings for Q1 2017.