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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

138 hedge funds and large institutions have $503M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
20
Increased
50
Reduced
35
Closed
11
Calls
$2.02M
Puts
$944K
Net Calls
+$1.07M
Net Calls Change
-$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$140M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.7M
3
Wells Fargo
Wells Fargo
California
$33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.92M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$2.38M

Top Sellers

1
PS
Portfolio Strategies
New York
$0
2
Bank of America
Bank of America
North Carolina
$22.1M
3
FPCM
Financial Partners Capital Management
New York
$0
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$19.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$8K – – –
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
DWM
128
Destination Wealth Management
California
$7K +$7K +200 New
AF
129
Allworth Financial
California
$6K – – –
PWM
130
Perigon Wealth Management
California
$6K +$6K +92 New
FWM
131
Focused Wealth Management
New York
$5K – – –
PVH
132
Psagot Value Holdings
Israel
$5K +$5K +69 New
KF
133
Krilogy Financial
Missouri
$4K – – –
SFM
134
Signet Financial Management
New Jersey
$4K +$4K +59 New
SSB
135
Sandy Spring Bank
Maryland
$3K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.44K +22 +92%
SIS
137
Sound Income Strategies
Florida
$2K – – –
PS
138
Portfolio Strategies
New York
– -$4.91M -69,516 Closed
FPCM
139
Financial Partners Capital Management
New York
– -$4.27M -60,573 Closed
Northern Trust
140
Northern Trust
Illinois
– -$855K -12,124 Closed
OCM
141
Orser Capital Management
Texas
– -$737K -9,990 Closed
OMC
142
Old Mission Capital
Illinois
– -$639K -9,058 Closed
LNC
143
Lincoln National Corp
Pennsylvania
– -$285K -4,039 Closed
AP
144
Advisor Partners
California
– -$221K -2,982 Closed
AAM
145
Alken Asset Management
United Kingdom
– -$192K -2,739 Closed
CA
146
Calton & Associates
Florida
– -$58K -783 Closed
AFNAS
147
American Financial Network Advisory Services
California
– -$17K -247 Closed
GI
148
Gradient Investments
Minnesota
– -$7K -104 Closed
HNB
149
Huntington National Bank
Ohio
– -$2K – –
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