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WisdomTree Europe SmallCap Dividend Fund

108 hedge funds and large institutions have $258M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 37.14%38.4% (+1.3%)

2% more capital invested

Capital invested by funds: $253M → $258M (+$5.51M)

5% less funds holding

Funds holding: 114108 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

58% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
21
Reduced
50
Closed
14
Calls
$292K
Puts
Net Calls
+$292K
Net Calls Change
+$292K
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
101
Psagot Value Holdings
Israel
$4K
TRCT
102
Tower Research Capital (TRC)
New York
$4K
SSB
103
Sandy Spring Bank
Maryland
$3K
RIA
104
Realta Investment Advisors
Delaware
$3K +$2.71K +47 New
TFGT
105
TS Financial Group (TSFG)
Illinois
$2K +$1.5K +26 New
1IA
106
1834 Investment Advisors
Wisconsin
$1K -$21.5K -372 -98%
SIS
107
Sound Income Strategies
Florida
$1K
AA
108
Ancora Advisors
Ohio
-$2.07M -38,775 Closed
NFG
109
Next Financial Group
Texas
-$1.69M -31,719 Closed
CA
110
Cetera Advisors
Colorado
-$1.51M -28,247 Closed
HCM
111
Harvest Capital Management
New Hampshire
-$1.42M -26,659 Closed
Renaissance Technologies
112
Renaissance Technologies
New York
-$656K -12,300 Closed
LFASL
113
Lugano Financial Advisors SA (LFA)
Switzerland
-$502K -7,927 Closed
Verition Fund Management
114
Verition Fund Management
Connecticut
-$352K -6,604 Closed
FTUS
115
Flow Traders U.S.
New York
-$295K -5,523 Closed
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
-$233K -4,375 Closed
AIC
117
Ameritas Investment Company
Nebraska
-$32K -605 Closed
KCM
118
Karp Capital Management
California
-$24K -445 Closed
NC
119
NewSquare Capital
Pennsylvania
-$6K -116 Closed
Fidelity Investments
120
Fidelity Investments
Massachusetts
-$6.59K -114 -98%
SFA
121
Semmax Financial Advisors
North Carolina
-$1K -23 Closed

DFE Hedge Fund Activity: Q1 2019 in Review

108 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2019, worth a combined $258M — up 2.2% from $253M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DFE and 10 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, adding an estimated $4.9M. The largest seller was Susquehanna International Group, cutting an estimated $5.44M.

  • 108 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2019, down from 114 in Q4 2018.
  • Funds reported $258M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2019, up 2.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2019 and 14 closed out, a net change of -4 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2019 was Jane Street, an estimated $4.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2019 was Susquehanna International Group, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2019.