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WisdomTree Europe SmallCap Dividend Fund
DFE

Overview Fund Activity

107 hedge funds and large institutions have $397M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
13
Increased
54
Reduced
19
Closed
8
Calls
–
Puts
$400K
Net Calls
-$400K
Net Calls Change
+$1.76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$48.7M
2
NEIRG
2
New England Investment & Retirement Group
Massachusetts
$7.08M
3
CM
3
Capital Management
Virginia
$5.22M
4
Morgan Stanley
4
Morgan Stanley
New York
$93.1M
5
UBS Group
5
UBS Group
Switzerland
$41.4M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$5.79M
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$3.11M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.02M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$1.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.1M 1,442,415 +80,312 +6%
Citigroup
2
Citigroup
New York
$48.7M 754,211 +218,104 +41%
UBS Group
3
UBS Group
Switzerland
$41.4M 640,968 +66,590 +12%
Bank of America
4
Bank of America
North Carolina
$21.4M 331,689 +15,290 +5%
MFWM
5
Motley Fool Wealth Management
Virginia
$18.1M 280,216 +13,867 +5%
Wells Fargo
6
Wells Fargo
California
$16.5M 255,850 +45,632 +22%
CC
7
Courier Capital
New York
$11.3M 175,710 +3,134 +2%
VSWA
8
Vontobel Swiss Wealth Advisors
Switzerland
$8.15M 126,349 -13,174 -9%
BCI
9
Brinker Capital Investments
Pennsylvania
$7.29M 113,000 – –
NEIRG
10
New England Investment & Retirement Group
Massachusetts
$7.08M 109,710 +109,710 New
SG Americas Securities
11
SG Americas Securities
New York
$5.79M 89,715 -55,708 -38%
BS
12
Banco Santander
Spain
$5.6M 110,570 +127 +0.1%
CM
13
Capital Management
Virginia
$5.22M 80,916 +80,916 New
LPL Financial
14
LPL Financial
California
$4.84M 75,061 +10,741 +17%
NCM
15
Noesis Capital Mangement
Florida
$4.67M 72,377 +125 +0.2%
Ameriprise
16
Ameriprise
Minnesota
$4.23M 65,665 -3,275 -5%
WPIC
17
White Pine Investment Company
Michigan
$4.2M 65,008 +220 +0.3%
FPCM
18
Financial Partners Capital Management
New York
$3.92M 60,717 +1,126 +2%
WT
19
Whittier Trust
California
$3.87M 60,036 +24,495 +69%
RJA
20
Raymond James & Associates
Florida
$3.78M 58,611 +35,145 +150%
CSA
21
Cottage Street Advisors
Massachusetts
$3.62M 56,025 +5,500 +11%
RWP
22
RWA Wealth Partners
Massachusetts
$3.35M 51,869 +1,512 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.32M 51,511 +196 +0.4%
BTS
24
BB&T Securities
Virginia
$3.14M 48,641 +6,600 +16%
IAS
25
IMA Advisory Services
Colorado
$3.13M 48,540 -1,874 -4%
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