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WisdomTree Europe SmallCap Dividend Fund

114 hedge funds and large institutions have $218M invested in WisdomTree Europe SmallCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

6% more funds holding

Funds holding: 108114 (+6)

1.95% less ownership

Funds ownership: 38.4%36.46% (-1.9%)

16% less capital invested

Capital invested by funds: $258M → $218M (-$40.2M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
23
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Liberty Wealth Management
California
$7K +$6.8K +115 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$6K
EIP
103
Ellis Investment Partners
Pennsylvania
$6K +$6.45K +109 New
AF
104
Allworth Financial
California
$5K
PVH
105
Psagot Value Holdings
Israel
$4K
TRCT
106
Tower Research Capital (TRC)
New York
$4K
CFGS
107
Concourse Financial Group Securities
Alabama
$4K +$4.14K +70 New
LWA
108
Lowe Wealth Advisors
Maryland
$4K +$4.14K +70 New
RIA
109
Realta Investment Advisors
Delaware
$3K
TFGT
110
TS Financial Group (TSFG)
Illinois
$2K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.72K +29 New
SIS
112
Sound Income Strategies
Florida
$1K
Simplex Trading
113
Simplex Trading
Illinois
$1K +$1.36K +23 New
WIM
114
Westside Investment Management
California
$392 +$398K +6,732 New
BCI
115
Brinker Capital Investments
Pennsylvania
-$4.97M -85,000 Closed
EIA
116
Eldridge Investment Advisors
New Hampshire
-$216K -3,700 Closed
AFP
117
Ausdal Financial Partners
Iowa
-$211K -3,616 Closed
CAC
118
Certified Advisory Corp
Florida
-$33K -558 Closed
MCM
119
Manchester Capital Management
Vermont
-$31K -534 Closed
SWM
120
SeaCrest Wealth Management
New York
-$18K -300 Closed
SMG
121
Spectrum Management Group
Indiana
-$16K -280 Closed
WP
122
WealthShield Partners
North Carolina
-$14K -232 Closed
AWM
123
Aevitas Wealth Management
Massachusetts
-$7K -133 Closed
FHB
124
First Hawaiian Bank
Hawaii
-$6K -100 Closed
RFC
125
Regions Financial Corp
Alabama
-$5K -90 Closed

DFE Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2019, worth a combined $218M — down 16% from $258M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFE positions and 14 closed out — a net gain of 7 holders — while 23 added to existing stakes and 45 trimmed.

The largest buyer was Next Financial Group, opening a new position worth an estimated $1.92M. The largest seller was UBS Group, cutting an estimated $16.1M.

  • 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2019, up from 108 in Q1 2019.
  • Funds reported $218M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2019, down 16% quarter-over-quarter.
  • 21 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2019 and 14 closed out, a net change of +7 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2019 was Next Financial Group, an estimated $1.92M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2019 was UBS Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2019.