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WisdomTree Europe SmallCap Dividend Fund

61 hedge funds and large institutions have $57.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 5961 (+2)

6.34% less ownership

Funds ownership: 36.62%30.27% (-6.3%)

17% less capital invested

Capital invested by funds: $69.9M → $57.9M (-$12M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Courier Capital
New York
$12.3M -$3.42M -58,789 -22%
Morgan Stanley
2
Morgan Stanley
New York
$9.33M -$12.4M -212,734 -58%
Jane Street
3
Jane Street
New York
$7.68M +$3.1M +53,348 +71%
UBS Group
4
UBS Group
Switzerland
$6.56M +$7.16K +123 +0.1%
Bank of America
5
Bank of America
North Carolina
$2.58M +$335K +5,757 +15%
Vontobel Holding
6
Vontobel Holding
Switzerland
$2.11M +$3.67K +63 +0.2%
FTUS
7
Flow Traders U.S.
New York
$2.06M +$2.01M +34,469 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.04M -$314K -5,399 -14%
RJA
9
Raymond James & Associates
Florida
$1.43M -$54.1K -929 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.23M -$1.28K -22 -0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.12M -$19.5K -336 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$865K +$88.1K +1,515 +12%
FPIS
13
Financial Planning & Information Services
Wisconsin
$862K -$28K -482 -3%
Wells Fargo
14
Wells Fargo
California
$844K +$40.2K +691 +5%
CCA
15
Conservest Capital Advisors
Pennsylvania
$776K -$111K -1,912 -13%
VFO
16
Virtus Family Office
Texas
$674K
HAM
17
Hedges Asset Management
Nevada
$597K -$58.2K -1,000 -9%
Corient Private Wealth
18
Corient Private Wealth
Florida
$575K
SFG
19
Sovereign Financial Group
Connecticut
$532K -$25.4K -436 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$428K -$52.4K -900 -11%
LPL Financial
21
LPL Financial
California
$425K -$187K -3,215 -31%
SWP
22
Stratos Wealth Partners
Ohio
$403K -$8.67K -149 -2%
FP
23
Financial Perspectives
Minnesota
$338K +$1.22K +21 +0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$241K +$34.4K +591 +17%
TA
25
TFG Advisers
Michigan
$239K -$40.9K -703 -15%

DFE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q1 2024, worth a combined $57.9M — down 17% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DFE positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $3.1M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 61 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $57.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q1 2024, down 17% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q1 2024 was Jane Street, an estimated $3.1M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2024.