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WisdomTree Europe SmallCap Dividend Fund

65 hedge funds and large institutions have $56.6M invested in WisdomTree Europe SmallCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 6365 (+2)

3% more capital invested

Capital invested by funds: $54.8M → $56.6M (+$1.83M)

0.6% less ownership

Funds ownership: 30.59%30% (-0.6%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Courier Capital
New York
$14M +$386K +7,468 +3%
Morgan Stanley
2
Morgan Stanley
New York
$7.69M -$176K -3,413 -2%
UBS Group
3
UBS Group
Switzerland
$6.91M -$596K -11,543 -8%
Jane Street
4
Jane Street
New York
$3.74M -$1.21M -23,353 -25%
OMC
5
Old Mission Capital
Illinois
$3.09M +$2.92M +56,521 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$2.16M
Vontobel Holding
7
Vontobel Holding
Switzerland
$1.97M +$10K +194 +0.5%
RJA
8
Raymond James & Associates
Florida
$1.36M -$82.5K -1,597 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.35M +$1.28M +24,733 New
LPL Financial
10
LPL Financial
California
$1.3M -$163K -3,159 -12%
FTUS
11
Flow Traders U.S.
New York
$1.15M +$1.09M +21,048 New
Bank of America
12
Bank of America
North Carolina
$930K -$510K -9,867 -37%
Citadel Advisors
13
Citadel Advisors
Florida
$902K +$852K +16,486 New
CCA
14
Conservest Capital Advisors
Pennsylvania
$864K +$816K +15,796 New
FPIS
15
Financial Planning & Information Services
Wisconsin
$828K -$56.1K -1,086 -7%
SFG
16
Sovereign Financial Group
Connecticut
$828K -$358K -6,935 -31%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$798K -$76.4K -1,480 -9%
Wells Fargo
18
Wells Fargo
California
$607K +$71.4K +1,383 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$544K +$206K +3,983 +67%
HAM
20
Hedges Asset Management
Nevada
$520K
IWA
21
Intercontinental Wealth Advisors
Texas
$473K
SWP
22
Stratos Wealth Partners
Ohio
$398K
Baird Financial Group
23
Baird Financial Group
Wisconsin
$393K +$34.4K +666 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$378K +$14.5K +281 +4%
BP
25
Ballentine Partners
Massachusetts
$353K

DFE Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2022, worth a combined $56.6M — up 3.3% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFE positions and 9 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.92M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $9.26M sold.

  • 65 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $56.6M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2022, up 3.3% quarter-over-quarter.
  • 12 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2022 was Old Mission Capital, an estimated $2.92M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2022 was Motley Fool Wealth Management, an estimated $9.26M sold.

Based on aggregated 13F filings for Q4 2022.