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WisdomTree Europe SmallCap Dividend Fund
DFE

86 hedge funds and large institutions have $118M invested in WisdomTree Europe SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 85 → 86 (+1)

2.57% less ownership

Funds ownership: 38.55% → 35.98% (-2.6%)

7% less capital invested

Capital invested by funds: $127M → $118M (-$9.42M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
25
Closed
10
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.36M
2
Jane Street
Jane Street
New York
+$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
+$754K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560K
5
RJA
Raymond James & Associates
Florida
+$462K

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$8.62M
2
FTUS
Flow Traders U.S.
New York
-$5.66M
3
Morgan Stanley
Morgan Stanley
New York
-$1.44M
4
Wells Fargo
Wells Fargo
California
-$969K
5
TCWM
Total Clarity Wealth Management
Illinois
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Courier Capital
New York
$17M +$64.2K +877 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M -$1.44M -19,626 -8%
MFWM
3
Motley Fool Wealth Management
Virginia
$16.4M -$140K -1,909 -0.9%
UBS Group
4
UBS Group
Switzerland
$9.96M +$152K +2,072 +2%
Jane Street
5
Jane Street
New York
$7.12M +$1.11M +15,187 +19%
Bank of America
6
Bank of America
North Carolina
$5.55M +$1.36M +18,624 +33%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$5.07M – – –
Wells Fargo
8
Wells Fargo
California
$4.41M -$969K -13,242 -18%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.34M +$65.2K +892 +2%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$2.99M -$805 -11 -0%
RJA
11
Raymond James & Associates
Florida
$2.37M +$462K +6,316 +25%
LPL Financial
12
LPL Financial
California
$2.3M -$395K -5,405 -15%
OMC
13
Old Mission Capital
Illinois
$2.26M – – –
SFG
14
Sovereign Financial Group
Connecticut
$2.1M -$46.4K -635 -2%
CCA
15
Conservest Capital Advisors
Pennsylvania
$1.36M -$67.1K -917 -5%
MWM
16
Merriman Wealth Management
Washington
$1.31M -$17.4K -238 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.22M +$14.6K +199 +1%
FPIS
18
Financial Planning & Information Services
Wisconsin
$1.07M +$37.3K +510 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.05M +$560K +7,661 +120%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.04M -$505K -6,900 -33%
SWP
21
Stratos Wealth Partners
Ohio
$924K -$8.62M -117,877 -90%
Citadel Advisors
22
Citadel Advisors
Florida
$768K +$754K +10,309 New
FTUS
23
Flow Traders U.S.
New York
$725K -$5.66M -77,326 -89%
HAM
24
Hedges Asset Management
Nevada
$708K +$695K +9,500 New
IWA
25
Intercontinental Wealth Advisors
Texas
$645K – – –
1
2 3 4

DFE Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2021, worth a combined $118M — down 7.4% from $127M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DFE positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $1.36M. The largest seller was Stratos Wealth Partners, cutting an estimated $8.62M.

  • 86 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $118M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2021, down 7.4% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2021 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2021 was Bank of America, an estimated $1.36M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2021 was Stratos Wealth Partners, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2021.