WisdomTree Europe SmallCap Dividend Fund
DFE
80 hedge funds and large institutions have $90.5M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 40 reducing their positions, and 11 closing their positions.
4% less funds holding
Funds holding: 83 → 80 (-3)
8.75% less ownership
Funds ownership: 37.49% → 28.74% (-8.7%)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
24% less capital invested
Capital invested by funds: $119M → $90.5M (-$28.8M)
80% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$721K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$231K |
| 3 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$215K |
| 4 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$197K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.2M |
| 2 |
HC
HNP Capital
Rochester,
New York
|
-$8.36M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.4M |
| 4 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
-$2.66M |
| 5 |
Jane Street
New York
|
-$2.23M |
DFE Hedge Fund Activity: Q2 2020 in Review
80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q2 2020, worth a combined $90.5M — down 24% from $119M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DFE and 9 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 8 added.
The largest buyer was Bank of New York Mellon, adding an estimated $721K. The largest seller was Morgan Stanley, cutting an estimated $20.2M.
- 80 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q2 2020, down from 83 in Q1 2020.
- Funds reported $90.5M of WisdomTree Europe SmallCap Dividend Fund stock for Q2 2020, down 24% quarter-over-quarter.
- 9 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q2 2020 and 11 closed out, a net change of -2 holders.
- The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q2 2020 was Bank of New York Mellon, an estimated $721K added.
- The largest WisdomTree Europe SmallCap Dividend Fund seller in Q2 2020 was Morgan Stanley, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2020.