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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

108 hedge funds and large institutions have $594M invested in WisdomTree Europe SmallCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
39
Reduced
38
Closed
14
Calls
$617K
Puts
$3.5M
Net Calls
-$2.89M
Net Calls Change
-$2.25M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$147M
2
RJA
2
Raymond James & Associates
Florida
$41.7M
3
BTS
3
BB&T Securities
Virginia
$19.1M
4
Ameriprise
4
Ameriprise
Minnesota
$8.97M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.83M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$78M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
VC
3
Vicus Capital
Pennsylvania
$3.28M
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
NEIRG
5
New England Investment & Retirement Group
Massachusetts
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$147M 2,582,114 +2,582,114 New
Morgan Stanley
2
Morgan Stanley
New York
$78M 1,367,667 -431,551 -24%
UBS Group
3
UBS Group
Switzerland
$56.8M 995,138 -38,174 -4%
RJA
4
Raymond James & Associates
Florida
$41.7M 730,655 +710,467 +3,519%
Bank of America
5
Bank of America
North Carolina
$35.5M 621,988 -151,120 -20%
BTS
6
BB&T Securities
Virginia
$19.1M 335,408 +170,365 +103%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.2M 213,200 -2,041 -0.9%
MFWM
8
Motley Fool Wealth Management
Virginia
$11.1M 195,389 +17,928 +10%
HCM
9
Harvest Capital Management
New Hampshire
$11.1M 194,413 -1,106 -0.6%
Bessemer Group
10
Bessemer Group
New Jersey
$10.4M 182,579 +20,000 +12%
Wells Fargo
11
Wells Fargo
California
$10.1M 177,871 -108,387 -38%
LPL Financial
12
LPL Financial
California
$9.27M 166,248 +11,136 +7%
Ameriprise
13
Ameriprise
Minnesota
$8.97M 157,601 +121,750 +340%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.44M 147,942 +54,931 +59%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.83M 137,347 +60,464 +79%
FPCM
16
Financial Partners Capital Management
New York
$7.6M 133,309 +13,415 +11%
EGA
17
Eagle Global Advisors
Texas
$7.26M 127,237 -3,377 -3%
BWM
18
Braver Wealth Management
Massachusetts
$6.44M 112,844 -429 -0.4%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$6.35M 111,415 +10,690 +11%
NEIRG
20
New England Investment & Retirement Group
Massachusetts
$5.7M 99,865 -55,635 -36%
PPA
21
Parametric Portfolio Associates
Washington
$5.67M 99,441 +1,837 +2%
ACM
22
Aviance Capital Management
Florida
$5.6M 98,264 +1,791 +2%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.32M 93,192 -68 -0.1%
VSWA
24
Vontobel Swiss Wealth Advisors
Switzerland
$4.39M 76,937 +1,145 +2%
LOT
25
Lombard Odier Transatlantic
Quebec, Canada
$3.71M 65,000 – –
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