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WisdomTree Europe SmallCap Dividend Fund

114 hedge funds and large institutions have $467M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $397M → $467M (+$70.3M)

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

7% more funds holding

Funds holding: 107114 (+7)

0.79% less ownership

Funds ownership: 42.72%41.93% (-0.79%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
14
Increased
39
Reduced
34
Closed
6
Calls
$806K
Puts
Net Calls
+$806K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M +$8.22M +122,678 +9%
UBS Group
2
UBS Group
Switzerland
$46.6M +$2.05M +30,533 +5%
Citigroup
3
Citigroup
New York
$28.4M -$23.2M -345,838 -46%
Bank of America
4
Bank of America
North Carolina
$28M +$4.75M +70,804 +21%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$26.9M +$25.9M +386,910 New
Wells Fargo
6
Wells Fargo
California
$25.7M +$7.62M +113,644 +44%
MFWM
7
Motley Fool Wealth Management
Virginia
$20M +$520K +7,760 +3%
CC
8
Courier Capital
New York
$12.5M +$255K +3,797 +2%
CM
9
Capital Management
Virginia
$10.6M +$4.8M +71,571 +88%
VSWA
10
Vontobel Swiss Wealth Advisors
Switzerland
$8.24M -$57.5K -858 -0.7%
BCI
11
Brinker Capital Investments
Pennsylvania
$7.85M
NEIRG
12
New England Investment & Retirement Group
Massachusetts
$7.56M -$59.9K -894 -0.8%
BS
13
Banco Santander
Spain
$7.32M -$351K -5,234 -5%
BTS
14
BB&T Securities
Virginia
$6.68M +$3.19M +47,533 +98%
LPL Financial
15
LPL Financial
California
$5.63M +$405K +6,048 +8%
RJA
16
Raymond James & Associates
Florida
$5.14M +$1.04M +15,444 +26%
NCM
17
Noesis Capital Mangement
Florida
$5.14M +$110K +1,640 +2%
WT
18
Whittier Trust
California
$4.97M +$769K +11,476 +19%
Jane Street
19
Jane Street
New York
$4.87M +$2M +29,875 +74%
CCA
20
Conservest Capital Advisors
Pennsylvania
$4.77M +$4.61M +68,693 New
WPIC
21
White Pine Investment Company
Michigan
$4.57M +$55.6K +830 +1%
Ameriprise
22
Ameriprise
Minnesota
$4.44M -$116K -1,734 -3%
FPCM
23
Financial Partners Capital Management
New York
$4.21M -$5.3K -79 -0.1%
CSA
24
Cottage Street Advisors
Massachusetts
$4.1M +$200K +2,988 +5%
RWP
25
RWA Wealth Partners
Massachusetts
$3.67M +$66K +984 +2%

DFE Hedge Fund Activity: Q3 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2017, worth a combined $467M — up 18% from $397M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $25.9M. The largest seller was Citigroup, cutting an estimated $23.2M.

  • 114 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $467M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2017, up 18% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $25.9M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2017 was Citigroup, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2017.