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WisdomTree Europe SmallCap Dividend Fund

131 hedge funds and large institutions have $476M invested in WisdomTree Europe SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $776K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more funds holding

Funds holding: 114131 (+17)

2% more capital invested

Capital invested by funds: $467M → $476M (+$8.81M)

1.61% less ownership

Funds ownership: 41.93%40.32% (-1.6%)

Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
27
Increased
46
Reduced
31
Closed
10
Calls
$2.1M
Puts
$776K
Net Calls
+$1.32M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$120M +$8.97M +130,139 +8%
UBS Group
2
UBS Group
Switzerland
$58.2M +$10.6M +153,117 +23%
Wells Fargo
3
Wells Fargo
California
$28M +$1.89M +27,365 +7%
Bank of America
4
Bank of America
North Carolina
$27M -$1.39M -20,101 -5%
MFWM
5
Motley Fool Wealth Management
Virginia
$24.7M +$4.31M +62,556 +22%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$23.7M -$3.51M -50,900 -13%
CC
7
Courier Capital
New York
$12.8M +$150K +2,172 +1%
CM
8
Capital Management
Virginia
$11.6M +$856K +12,419 +8%
VSWA
9
Vontobel Swiss Wealth Advisors
Switzerland
$8.08M -$279K -4,054 -3%
BCI
10
Brinker Capital Investments
Pennsylvania
$7.97M
NEIRG
11
New England Investment & Retirement Group
Massachusetts
$7.81M +$131K +1,903 +2%
BTS
12
BB&T Securities
Virginia
$7.68M +$874K +12,681 +13%
BS
13
Banco Santander
Spain
$7.08M -$341K -4,953 -5%
CLOS
14
Compagnie Lombard Odier SCmA
Switzerland
$6.81M +$3.32M +48,200 +100%
LPL Financial
15
LPL Financial
California
$6.23M +$498K +7,228 +9%
Ameriprise
16
Ameriprise
Minnesota
$6.01M +$1.48M +21,460 +34%
WT
17
Whittier Trust
California
$5.67M +$610K +8,845 +12%
RJA
18
Raymond James & Associates
Florida
$5.51M +$280K +4,058 +5%
NCM
19
Noesis Capital Mangement
Florida
$5.29M +$70.3K +1,020 +1%
PS
20
Portfolio Strategies
New York
$4.91M +$4.79M +69,516 New
WPIC
21
White Pine Investment Company
Michigan
$4.68M +$33.1K +480 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.38M +$734K +10,654 +21%
FPCM
23
Financial Partners Capital Management
New York
$4.27M -$4.48K -65 -0.1%
CSA
24
Cottage Street Advisors
Massachusetts
$4.27M +$106K +1,533 +3%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.65M +$1.66M +24,159 +88%

DFE Hedge Fund Activity: Q4 2017 in Review

131 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2017, worth a combined $476M — up 1.9% from $467M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFE positions and 10 closed out — a net gain of 17 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $10.6M. The largest seller was Citigroup, cutting an estimated $24.8M.

  • 131 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $476M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2017, up 1.9% quarter-over-quarter.
  • 27 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2017 and 10 closed out, a net change of +17 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2017 was UBS Group, an estimated $10.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2017 was Citigroup, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2017.