WisdomTree Europe SmallCap Dividend Fund
DFE
95 hedge funds and large institutions have $396M invested in WisdomTree Europe SmallCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 12 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 17
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
7% more capital invested
Capital invested by funds: $371M → $396M (+$25M)
1% more funds holding
Funds holding: 94 → 95 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.55% less ownership
Funds ownership: 40.88% → 40.34% (-0.55%)
96% less call options, than puts
Call options by funds: $366K | Put options by funds: $9.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$34.2M |
| 2 |
Morgan Stanley
New York
|
+$19.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.75M |
| 4 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$5.32M |
| 5 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$12.3M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$11.1M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$7.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$6.13M |
| 5 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$4.41M |
DFE Hedge Fund Activity: Q2 2015 in Review
95 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2015, worth a combined $396M — up 6.7% from $371M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DFE positions and 12 closed out — a net gain of 3 holders — while 42 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $34.2M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $12.3M sold.
- 95 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2015, up from 94 in Q1 2015.
- Funds reported $396M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2015, up 6.7% quarter-over-quarter.
- 15 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2015 and 12 closed out, a net change of +3 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2015 was UBS Group, an estimated $34.2M added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2015 was Polaris Wealth Advisory Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2015.