WisdomTree Europe SmallCap Dividend Fund
DFE
93 hedge funds and large institutions have $456M invested in WisdomTree Europe SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 24 closing their positions.
494% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $3.23M
3.83% less ownership
Funds ownership: 44.56% → 40.73% (-3.8%)
9% less funds holding
Funds holding: 102 → 93 (-9)
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
38% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 24
43% less capital invested
Capital invested by funds: $804M → $456M (-$348M)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
Top Sellers
| 1 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$50.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$39.9M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$37.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$28.5M |
| 5 |
Morgan Stanley
New York
|
-$27.8M |
DFE Hedge Fund Activity: Q3 2014 in Review
93 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2014, worth a combined $456M — down 43% from $804M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of DFE and 15 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 27 added.
The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $3M. The largest seller was Spruce Investment Advisors, cutting an estimated $50.3M.
- 93 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2014, down from 102 in Q2 2014.
- Funds reported $456M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2014, down 43% quarter-over-quarter.
- 15 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2014 and 24 closed out, a net change of -9 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2014 was Perella Weinberg Partners Capital Management, an estimated $3M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2014 was Spruce Investment Advisors, an estimated $50.3M sold.
Based on aggregated 13F filings for Q3 2014.