WisdomTree Europe SmallCap Dividend Fund
DFE
135 hedge funds and large institutions have $423M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 20 closing their positions.
1.79% less ownership
Funds ownership: 40.89% → 39.11% (-1.8%)
2% less funds holding
Funds holding: 138 → 135 (-3)
11% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 45
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
16% less capital invested
Capital invested by funds: $503M → $423M (-$79.9M)
48% less call options, than puts
Call options by funds: $352K | Put options by funds: $671K
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
151
Perigon Wealth Management
San Francisco,
California
| – | -$6K | -92 | Closed |
|
|
SFM
152
Signet Financial Management
Parsippany,
New Jersey
| – | -$4K | -59 | Closed |
|
|
KF
153
Krilogy Financial
St. Louis,
Missouri
| – | -$4K | -53 | Closed |
|
154
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -46 | Closed |
|
DFE Hedge Fund Activity: Q2 2018 in Review
135 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2018, worth a combined $423M — down 16% from $503M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of DFE and 17 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 40 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.52M. The largest seller was Wells Fargo, cutting an estimated $19.7M.
- 135 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2018, down from 138 in Q1 2018.
- Funds reported $423M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2018, down 16% quarter-over-quarter.
- 17 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2018 and 20 closed out, a net change of -3 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2018 was Citadel Advisors, an estimated $5.52M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2018 was Wells Fargo, an estimated $19.7M sold.
Based on aggregated 13F filings for Q2 2018.