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WisdomTree Europe SmallCap Dividend Fund

114 hedge funds and large institutions have $467M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $397M → $467M (+$70.3M)

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

7% more funds holding

Funds holding: 107114 (+7)

0.79% less ownership

Funds ownership: 42.72%41.93% (-0.79%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
14
Increased
39
Reduced
34
Closed
6
Calls
$806K
Puts
Net Calls
+$806K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$22K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$21K
AFNAS
103
American Financial Network Advisory Services
California
$17K +$16.6K +247 New
NFG
104
Next Financial Group
Texas
$15K -$28.5K -425 -67%
HDIM
105
Hanson & Doremus Investment Management
Vermont
$15K
SIA
106
SeaBridge Investment Advisors
New Jersey
$13K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$10K +$10.1K +150 New
US Bancorp
108
US Bancorp
Minnesota
$9K -$10.4K -155 -53%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.38K +125 New
AF
110
Allworth Financial
California
$6K
FWM
111
Focused Wealth Management
New York
$5K
MFT
112
Moisand Fitzgerald Tamayo
Florida
$5K +$4.42K +66 New
KF
113
Krilogy Financial
Missouri
$4K +$3.55K +53 New
SSB
114
Sandy Spring Bank
Maryland
$3K
SG Americas Securities
115
SG Americas Securities
New York
-$5.79M -89,715 Closed
CFP
116
Cornerstone Financial Partners
North Carolina
-$1.18M -18,327 Closed
BlackRock
117
BlackRock
New York
-$129K -2,000 Closed
TFA
118
Transamerica Financial Advisors
Florida
-$26K -402 Closed
NA
119
NewEdge Advisors
Louisiana
-$9.82K -153 Closed
OIA
120
OneDigital Investment Advisors
Kansas
-$8K -120 Closed

DFE Hedge Fund Activity: Q3 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2017, worth a combined $467M — up 18% from $397M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $25.9M. The largest seller was Citigroup, cutting an estimated $23.2M.

  • 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $467M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2017, up 18% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $25.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2017 was Citigroup, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2017.