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WisdomTree Europe SmallCap Dividend Fund

73 hedge funds and large institutions have $108M invested in WisdomTree Europe SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

90% more capital invested

Capital invested by funds: $56.6M → $108M (+$51.3M)

13.52% more ownership

Funds ownership: 30%43.52% (+14%)

12% more funds holding

Funds holding: 6573 (+8)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
15
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$38.4M +$38.6M +658,422 New
CC
2
Courier Capital
New York
$15.2M +$217K +3,703 +1%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M +$4.9M +83,514 +59%
UBS Group
4
UBS Group
Switzerland
$6.69M -$672K -11,465 -9%
TC
5
TownSquare Capital
Utah
$5.58M +$5.61M +95,628 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$2.3M
Bank of America
7
Bank of America
North Carolina
$2.28M +$1.29M +22,084 +130%
Vontobel Holding
8
Vontobel Holding
Switzerland
$2.1M -$2.29K -39 -0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.97M +$529K +9,015 +36%
RJA
10
Raymond James & Associates
Florida
$1.46M +$18.2K +310 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.39M +$997K +17,007 +246%
LPL Financial
12
LPL Financial
California
$1.38M -$8.74K -149 -0.6%
Jane Street
13
Jane Street
New York
$1.04M -$2.96M -50,552 -74%
WAG
14
Wallace Advisory Group
California
$1.04M +$1.04M +17,760 New
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.02M +$1.03M +17,565 New
CCA
16
Conservest Capital Advisors
Pennsylvania
$923K +$2.35K +40 +0.3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$833K +$838K +14,285 New
FPIS
18
Financial Planning & Information Services
Wisconsin
$830K -$53.3K -909 -6%
AWAU
19
Alliance Wealth Advisors (Utah)
Utah
$772K +$777K +13,245 New
Wells Fargo
20
Wells Fargo
California
$737K +$90.3K +1,540 +14%
BTWM
21
Baker Tilly Wealth Management
Wisconsin
$715K +$719K +12,261 New
SFG
22
Sovereign Financial Group
Connecticut
$714K -$169K -2,883 -19%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$709K +$713K +12,153 New
OMC
24
Old Mission Capital
Illinois
$588K -$2.72M -46,445 -82%
HAM
25
Hedges Asset Management
Nevada
$554K

DFE Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2023, worth a combined $108M — up 90% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFE positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $38.6M. The largest seller was Jane Street, cutting an estimated $2.96M.

  • 73 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $108M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2023, up 90% quarter-over-quarter.
  • 14 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2023 was 3EDGE Asset Management, an estimated $38.6M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2023 was Jane Street, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2023.