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WisdomTree Europe SmallCap Dividend Fund
DFE

56 hedge funds and large institutions have $43.8M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.95% less ownership

Funds ownership: 26.09% → 25.14% (-0.95%)

3% less capital invested

Capital invested by funds: $45.1M → $43.8M (-$1.26M)

11% less funds holding

Funds holding: 63 → 56 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
15
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$1.11M
2
Jane Street
Jane Street
New York
+$453K
3
Bank of America
Bank of America
North Carolina
+$266K
4
Osaic Holdings
Osaic Holdings
Arizona
+$216K
5
Ameriprise
Ameriprise
Minnesota
+$197K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.83M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$562K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$356K
5
Morgan Stanley
Morgan Stanley
New York
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.34M -$308K -4,971 -3%
CC
2
Courier Capital
New York
$7.36M -$11.5K -186 -0.2%
UBS Group
3
UBS Group
Switzerland
$3.3M +$38.8K +625 +1%
Bank of America
4
Bank of America
North Carolina
$2.6M +$266K +4,288 +12%
Vontobel Holding
5
Vontobel Holding
Switzerland
$2.24M – – –
Jane Street
6
Jane Street
New York
$2.16M +$453K +7,300 +27%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.7M +$186K +3,003 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.61M +$216K +3,475 +16%
FTUS
9
Flow Traders U.S.
New York
$1.57M +$1.11M +17,946 +263%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.25M +$138K +2,220 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.18M +$15.1K +243 +1%
RJA
12
Raymond James & Associates
Florida
$1.17M -$221K -3,571 -16%
VFO
13
Virtus Family Office
Texas
$914K -$1.24K -20 -0.1%
CCA
14
Conservest Capital Advisors
Pennsylvania
$776K +$10.9K +175 +1%
FPIS
15
Financial Planning & Information Services
Wisconsin
$771K +$13.1K +211 +2%
Wells Fargo
16
Wells Fargo
California
$671K -$238K -3,830 -27%
HAM
17
Hedges Asset Management
Nevada
$635K – – –
SFG
18
Sovereign Financial Group
Connecticut
$517K -$44.7K -721 -8%
LIA
19
Lynx Investment Advisory
District of Columbia
$442K +$2.98K +48 +0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$378K -$64.7K -1,044 -15%
FP
21
Financial Perspectives
Minnesota
$367K +$1.8K +29 +0.5%
LPL Financial
22
LPL Financial
California
$364K -$24.7K -398 -6%
SWP
23
Stratos Wealth Partners
Ohio
$335K -$79.6K -1,284 -20%
TA
24
TFG Advisers
Michigan
$255K +$1.43K +23 +0.6%
SLT
25
St Louis Trust
Missouri
$252K – – –
1
2 3

DFE Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q3 2024, worth a combined $43.8M — down 2.8% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DFE and 1 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Flow Traders U.S., adding an estimated $1.11M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.83M sold.

  • 56 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q3 2024, down from 63 in Q2 2024.
  • Funds reported $43.8M of WisdomTree Europe SmallCap Dividend Fund stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 1 fund opened new WisdomTree Europe SmallCap Dividend Fund positions in Q3 2024 and 8 closed out, a net change of -7 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $1.11M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q3 2024 was Goldman Sachs, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2024.