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WisdomTree Europe SmallCap Dividend Fund
DFE

85 hedge funds and large institutions have $127M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $119M → $127M (+$8.68M)

4% more funds holding

Funds holding: 82 → 85 (+3)

3.35% more ownership

Funds ownership: 35.2% → 38.55% (+3.4%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$5.58M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.74M
3
Jane Street
Jane Street
New York
+$3.35M
4
Wells Fargo
Wells Fargo
California
+$1.7M
5
Bank of America
Bank of America
North Carolina
+$1.55M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.38M
2
Ameriprise
Ameriprise
Minnesota
-$2.09M
3
SFG
Sovereign Financial Group
Connecticut
-$1.01M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$771K
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.6M -$68.2K -901 -0.4%
CC
2
Courier Capital
New York
$16.3M +$278K +3,679 +2%
MFWM
3
Motley Fool Wealth Management
Virginia
$16M -$110K -1,453 -0.6%
UBS Group
4
UBS Group
Switzerland
$9.46M +$30.3K +401 +0.3%
SWP
5
Stratos Wealth Partners
Ohio
$9.36M +$517K +6,838 +6%
FTUS
6
Flow Traders U.S.
New York
$6.25M +$5.58M +73,809 +557%
Jane Street
7
Jane Street
New York
$5.77M +$3.35M +44,272 +123%
Wells Fargo
8
Wells Fargo
California
$5.2M +$1.7M +22,467 +45%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$4.88M +$1.51M +20,000 +42%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.12M +$3.74M +49,483 +626%
Bank of America
11
Bank of America
North Carolina
$4.01M +$1.55M +20,493 +58%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$2.88M -$160K -2,115 -5%
LPL Financial
13
LPL Financial
California
$2.61M +$97K +1,282 +4%
OMC
14
Old Mission Capital
Illinois
$2.18M +$7.57K +100 +0.3%
SFG
15
Sovereign Financial Group
Connecticut
$2.07M -$1.01M -13,414 -32%
RJA
16
Raymond James & Associates
Florida
$1.83M -$24.4K -323 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.5M -$771K -10,192 -33%
CCA
18
Conservest Capital Advisors
Pennsylvania
$1.38M +$15.7K +208 +1%
MWM
19
Merriman Wealth Management
Washington
$1.28M -$3.33K -44 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.17M -$32.5K -430 -3%
FPIS
21
Financial Planning & Information Services
Wisconsin
$998K -$61K -806 -5%
TCWM
22
Total Clarity Wealth Management
Illinois
$831K +$30.8K +407 +4%
IWA
23
Intercontinental Wealth Advisors
Texas
$622K – – –
TA
24
TFG Advisers
Michigan
$604K +$6.96K +92 +1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$564K -$2.38M -31,406 -80%
1
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DFE Hedge Fund Activity: Q3 2021 in Review

85 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2021, worth a combined $127M — up 7.3% from $119M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFE positions and 2 closed out — a net gain of 5 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Susquehanna International Group, cutting an estimated $2.38M.

  • 85 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2021, up from 82 in Q2 2021.
  • Funds reported $127M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2021, up 7.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2021 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2021 was Flow Traders U.S., an estimated $5.58M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2021 was Susquehanna International Group, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2021.