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WisdomTree Europe SmallCap Dividend Fund

63 hedge funds and large institutions have $54.8M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% less ownership

Funds ownership: 40.5%30.59% (-9.9%)

13% less funds holding

Funds holding: 7263 (-9)

41% less capital invested

Capital invested by funds: $92.8M → $54.8M (-$38M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
25
Closed
10
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$426K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Courier Capital
New York
$11.3M +$1.06M +19,736 +9%
MFWM
2
Motley Fool Wealth Management
Virginia
$9.26M -$188K -3,513 -2%
Morgan Stanley
3
Morgan Stanley
New York
$6.51M -$69K -1,289 -0.9%
UBS Group
4
UBS Group
Switzerland
$6.23M -$5.14K -96 -0.1%
Jane Street
5
Jane Street
New York
$4.15M -$16.8M -314,154 -77%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$1.78M -$1.53M -28,600 -42%
Vontobel Holding
7
Vontobel Holding
Switzerland
$1.62M +$2.46K +46 +0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.49M -$176K -3,288 -9%
LPL Financial
9
LPL Financial
California
$1.22M -$87.4K -1,634 -6%
Bank of America
10
Bank of America
North Carolina
$1.22M -$527K -9,847 -27%
RJA
11
Raymond James & Associates
Florida
$1.19M -$301K -5,617 -18%
SFG
12
Sovereign Financial Group
Connecticut
$998K -$61.1K -1,142 -5%
CCA
13
Conservest Capital Advisors
Pennsylvania
$824K -$976K -18,242 Closed
FPIS
14
Financial Planning & Information Services
Wisconsin
$734K +$109K +2,031 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$727K -$38.3K -715 -4%
Wells Fargo
16
Wells Fargo
California
$440K -$13.8K -257 -3%
HAM
17
Hedges Asset Management
Nevada
$430K
IWA
18
Intercontinental Wealth Advisors
Texas
$391K
SWP
19
Stratos Wealth Partners
Ohio
$329K -$235K -4,400 -38%
TA
20
TFG Advisers
Michigan
$306K -$19.2K -359 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$300K -$3.42K -64 -1%
GBA
22
Garrison Bradford & Associates
New York
$294K
Baird Financial Group
23
Baird Financial Group
Wisconsin
$294K +$48.2K +900 +16%
BP
24
Ballentine Partners
Massachusetts
$292K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$270K +$78.5K +1,468 +33%

DFE Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2022, worth a combined $54.8M — down 41% from $92.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DFE and 1 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 12 added.

The largest buyer was Courier Capital, adding an estimated $1.06M. The largest seller was Jane Street, cutting an estimated $16.8M.

  • 63 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2022, down from 72 in Q2 2022.
  • Funds reported $54.8M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2022, down 41% quarter-over-quarter.
  • 1 fund opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2022 and 10 closed out, a net change of -9 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2022 was Courier Capital, an estimated $1.06M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2022 was Jane Street, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.