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WisdomTree Europe SmallCap Dividend Fund

83 hedge funds and large institutions have $119M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% more ownership

Funds ownership: 35.24%37.49% (+2.2%)

30% less funds holding

Funds holding: 11883 (-35)

43% less capital invested

Capital invested by funds: $209M → $119M (-$89.6M)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

75% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
-35
Holders Change %
-29.66%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
14
Reduced
34
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
101
Walter & Keenan Wealth Management
Indiana
-$261K -4,000 Closed
SMG
102
Smart Money Group
Texas
-$249K -3,815 Closed
FHC
103
First Heartland Consultants
Missouri
-$238K -3,642 Closed
CSA
104
Cottage Street Advisors
Massachusetts
-$237K -3,624 Closed
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
-$233K -3,563 Closed
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
-$223K -3,381 Closed
Stifel Financial
107
Stifel Financial
Missouri
-$221K -3,377 Closed
PAG
108
Private Advisor Group
New Jersey
-$220K -3,364 Closed
S
109
Surevest
California
-$200K -3,065 Closed
IFAM
110
Institutional & Family Asset Management
Colorado
-$45K -696 Closed
PFBT
111
Parkside Financial Bank & Trust
Missouri
-$35K -540 Closed
IFWM
112
Institute for Wealth Management
Colorado
-$22K -343 Closed
CFD
113
Creative Financial Designs
Indiana
-$22K -340 Closed
ADL
114
Asset Dedication LLC
California
-$20K -300 Closed
WP
115
WealthShield Partners
North Carolina
-$15K -232 Closed
AC
116
Asio Capital
Kentucky
-$13 -200 Closed
CHAM
117
Clear Harbor Asset Management
Connecticut
-$13.1K -200 Closed
MWP
118
MYCIO Wealth Partners
Pennsylvania
-$13K -200 Closed
OIA
119
Optimum Investment Advisors
Illinois
-$7K -112 Closed
EIP
120
Ellis Investment Partners
Pennsylvania
-$7K -111 Closed
CT
121
Caldwell Trust
Florida
-$6.86K -105 Closed
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
-$6K -93 Closed
ACA
123
Aptus Capital Advisors
Alabama
-$4K -71 Closed
PVH
124
Psagot Value Holdings
Israel
-$5K -69 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
-$2.83K -50 -98%

DFE Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2020, worth a combined $119M — down 43% from $209M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DFE and 11 opened new positions — a net loss of 33 holders — while 34 trimmed existing stakes and 14 added.

The largest buyer was HNP Capital, opening a new position worth an estimated $11.3M. The largest seller was HighTower Advisors, exiting entirely with an estimated $14.2M sold.

  • 83 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $119M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2020, down 43% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2020 and 44 closed out, a net change of -33 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2020 was HNP Capital, an estimated $11.3M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2020 was HighTower Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2020.