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WisdomTree Europe SmallCap Dividend Fund
DFE

138 hedge funds and large institutions have $503M invested in WisdomTree Europe SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $944K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $476M → $503M (+$27.3M)

5% more funds holding

Funds holding: 131 → 138 (+7)

0.57% more ownership

Funds ownership: 40.32% → 40.89% (+0.57%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
20
Increased
50
Reduced
35
Closed
11
Calls
$2.02M
Puts
$944K
Net Calls
+$1.07M
Net Calls Change
-$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.86M
3
Wells Fargo
Wells Fargo
California
+$5.43M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.67M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.44M

Top Sellers

1
PS
Portfolio Strategies
New York
-$4.91M
2
Bank of America
Bank of America
North Carolina
-$4.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.28M
4
FPCM
Financial Partners Capital Management
New York
-$4.27M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$140M +$21.8M +304,032 +18%
UBS Group
2
UBS Group
Switzerland
$59.4M +$1.83M +25,537 +3%
Wells Fargo
3
Wells Fargo
California
$33M +$5.43M +75,650 +19%
MFWM
4
Motley Fool Wealth Management
Virginia
$26.3M +$1.82M +25,283 +7%
Bank of America
5
Bank of America
North Carolina
$22.1M -$4.8M -66,909 -17%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$19.3M -$4.28M -59,570 -18%
CC
7
Courier Capital
New York
$12M -$699K -9,741 -5%
CM
8
Capital Management
Virginia
$11.7M +$209K +2,907 +2%
VSWA
9
Vontobel Swiss Wealth Advisors
Switzerland
$8.27M -$227K -3,163 -3%
BCI
10
Brinker Capital Investments
Pennsylvania
$7.9M – – –
BTS
11
BB&T Securities
Virginia
$7.89M +$291K +4,059 +4%
NEIRG
12
New England Investment & Retirement Group
Massachusetts
$7.72M -$15.7K -219 -0.2%
BS
13
Banco Santander
Spain
$7M +$25.9K +360 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.34M +$2.06M +28,672 +46%
Ameriprise
15
Ameriprise
Minnesota
$6.26M +$309K +4,297 +5%
WT
16
Whittier Trust
California
$5.87M +$261K +3,640 +5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.7M +$5.86M +81,554 New
RJA
18
Raymond James & Associates
Florida
$5.5M +$44K +613 +0.8%
NCM
19
Noesis Capital Mangement
Florida
$5.36M +$121K +1,685 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$5.17M +$1.6M +22,313 +43%
LPL Financial
21
LPL Financial
California
$4.75M -$1.46M -20,365 -23%
WPIC
22
White Pine Investment Company
Michigan
$4.64M +$8.98K +125 +0.2%
CSA
23
Cottage Street Advisors
Massachusetts
$4.15M -$84K -1,170 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.92M +$3.67M +51,165 +1,060%
PCM
25
Perritt Capital Management
Illinois
$3.66M -$10.9K -152 -0.3%
1
2 3 4 5

DFE Hedge Fund Activity: Q1 2018 in Review

138 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2018, worth a combined $503M — up 5.7% from $476M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFE positions and 11 closed out — a net gain of 9 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $4.91M sold.

  • 138 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2018, up from 131 in Q4 2017.
  • Funds reported $503M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2018, up 5.7% quarter-over-quarter.
  • 20 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2018 and 11 closed out, a net change of +9 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2018 was Morgan Stanley, an estimated $21.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2018 was Portfolio Strategies, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2018.