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WisdomTree Europe SmallCap Dividend Fund

75 hedge funds and large institutions have $95.3M invested in WisdomTree Europe SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $86.9M → $95.3M (+$8.46M)

4.34% more ownership

Funds ownership: 28.12%32.46% (+4.3%)

5% less funds holding

Funds holding: 7975 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

62% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 29

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$21.6M +$509K +8,810 +3%
Morgan Stanley
2
Morgan Stanley
New York
$14.7M -$4.54M -78,513 -26%
CC
3
Courier Capital
New York
$14.1M +$167K +2,882 +1%
UBS Group
4
UBS Group
Switzerland
$8.23M -$109K -1,891 -1%
Citadel Advisors
5
Citadel Advisors
Florida
$6.59M +$5.52M +95,568 +1,462%
SFG
6
Sovereign Financial Group
Connecticut
$2.89M +$2.59M +44,819 New
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$2.34M +$324K +5,613 +18%
Ameriprise
8
Ameriprise
Minnesota
$2.28M -$1.73M -29,869 -46%
Wells Fargo
9
Wells Fargo
California
$1.82M -$298K -5,165 -15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.76M -$36.6K -634 -2%
LPL Financial
11
LPL Financial
California
$1.72M +$53.3K +923 +4%
RJA
12
Raymond James & Associates
Florida
$1.63M -$62.7K -1,086 -4%
CCA
13
Conservest Capital Advisors
Pennsylvania
$1.29M -$124K -2,154 -10%
Bank of America
14
Bank of America
North Carolina
$1.07M -$7.22K -125 -0.7%
FPIS
15
Financial Planning & Information Services
Wisconsin
$1.03M -$276K -4,785 -23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$951K -$51K -883 -6%
SWP
17
Stratos Wealth Partners
Ohio
$881K -$53.7K -929 -6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$842K -$314K -5,442 -29%
TA
19
TFG Advisers
Michigan
$682K -$61.9K -1,071 -9%
OMC
20
Old Mission Capital
Illinois
$583K +$178K +3,075 +52%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$574K -$105K -1,817 -17%
IWA
22
Intercontinental Wealth Advisors
Texas
$559K
GBA
23
Garrison Bradford & Associates
New York
$478K +$57.8K +1,000 +16%
Osaic Holdings
24
Osaic Holdings
Arizona
$464K -$291K -5,034 -41%
FP
25
Financial Perspectives
Minnesota
$442K -$52K -900 -12%

DFE Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2020, worth a combined $95.3M — up 9.7% from $86.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DFE and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, adding an estimated $5.52M. The largest seller was Jane Street, exiting entirely with an estimated $5.13M sold.

  • 75 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2020, down from 79 in Q3 2020.
  • Funds reported $95.3M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 10 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2020 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $5.52M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2020 was Jane Street, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2020.