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WisdomTree Europe SmallCap Dividend Fund

80 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $95.3M → $108M (+$12.9M)

10.97% more ownership

Funds ownership: 32.46%43.43% (+11%)

7% more funds holding

Funds holding: 7580 (+5)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
15
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$15.5M -$7.51M -110,943 -33%
Morgan Stanley
2
Morgan Stanley
New York
$15.5M -$370K -5,466 -2%
CC
3
Courier Capital
New York
$15.4M +$204K +3,017 +1%
UBS Group
4
UBS Group
Switzerland
$8.65M -$221K -3,262 -3%
FP
5
Financial Perspectives
Minnesota
$6.85M +$31.8M +470,124 +6,873%
Citadel Advisors
6
Citadel Advisors
Florida
$6.23M -$860K -12,703 -12%
Jane Street
7
Jane Street
New York
$4.39M +$4.27M +62,986 New
SFG
8
Sovereign Financial Group
Connecticut
$2.94M -$174K -2,563 -6%
Wells Fargo
9
Wells Fargo
California
$2.93M +$943K +13,916 +49%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$2.73M +$196K +2,895 +8%
Ameriprise
11
Ameriprise
Minnesota
$2.42M -$35.6K -525 -1%
OMC
12
Old Mission Capital
Illinois
$2.05M +$1.38M +20,415 +226%
Bank of America
13
Bank of America
North Carolina
$1.99M +$816K +12,040 +73%
LPL Financial
14
LPL Financial
California
$1.82M -$26.3K -388 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.76M +$713K +10,527 +71%
RJA
16
Raymond James & Associates
Florida
$1.72M -$42.7K -630 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.62M +$691K +10,201 +78%
CCA
18
Conservest Capital Advisors
Pennsylvania
$1.36M -$36.6K -541 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.2M -$684K -10,094 -37%
FPIS
20
Financial Planning & Information Services
Wisconsin
$1.02M -$85.5K -1,262 -8%
SWP
21
Stratos Wealth Partners
Ohio
$914K -$34.6K -511 -4%
TA
22
TFG Advisers
Michigan
$633K -$100K -1,476 -14%
IWA
23
Intercontinental Wealth Advisors
Texas
$603K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$589K -$29K -428 -5%
GBA
25
Garrison Bradford & Associates
New York
$515K

DFE Hedge Fund Activity: Q1 2021 in Review

80 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2021, worth a combined $108M — up 13% from $95.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DFE positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $31.8M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.51M.

  • 80 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2021, up from 75 in Q4 2020.
  • Funds reported $108M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2021, up 13% quarter-over-quarter.
  • 8 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2021 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2021 was Financial Perspectives, an estimated $31.8M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2021 was Motley Fool Wealth Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.