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WisdomTree Europe SmallCap Dividend Fund

57 hedge funds and large institutions have $39.9M invested in WisdomTree Europe SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

1.96% more ownership

Funds ownership: 25.14%27.1% (+2%)

2% more funds holding

Funds holding: 5657 (+1)

9% less capital invested

Capital invested by funds: $43.8M → $39.9M (-$3.96M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.64M -$704K -11,936 -8%
CC
2
Courier Capital
New York
$6.39M -$181K -3,066 -3%
FTUS
3
Flow Traders U.S.
New York
$3.94M +$2.64M +44,846 +181%
UBS Group
4
UBS Group
Switzerland
$2.95M +$10.2K +173 +0.3%
Bank of America
5
Bank of America
North Carolina
$2.41M +$94K +1,595 +4%
Vontobel Holding
6
Vontobel Holding
Switzerland
$2M +$3.48K +59 +0.2%
Jane Street
7
Jane Street
New York
$1.97M +$48.6K +824 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.57M +$52.5K +891 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.49M +$61.3K +1,040 +4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.19M +$80.5K +1,365 +7%
Raymond James Financial
11
Raymond James Financial
Florida
$1.08M +$1.13M +19,116 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.03M -$28.1K -477 -3%
Wells Fargo
13
Wells Fargo
California
$781K +$190K +3,228 +31%
CCA
14
Conservest Capital Advisors
Pennsylvania
$712K -$24.3K -412 -3%
HAM
15
Hedges Asset Management
Nevada
$566K
VFO
16
Virtus Family Office
Texas
$536K -$291K -4,940 -34%
SFG
17
Sovereign Financial Group
Connecticut
$430K -$31.5K -534 -7%
FP
18
Financial Perspectives
Minnesota
$330K +$2.95K +50 +0.9%
LIA
19
Lynx Investment Advisory
District of Columbia
$328K -$68.4K -1,160 -17%
LPL Financial
20
LPL Financial
California
$313K -$11K -187 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$300K -$37.8K -641 -11%
Citadel Advisors
22
Citadel Advisors
Florida
$232K +$242K +4,098 New
TA
23
TFG Advisers
Michigan
$229K +$2.36K +40 +1%
SLT
24
St Louis Trust
Missouri
$225K
SWP
25
Stratos Wealth Partners
Ohio
$219K -$82.6K -1,401 -27%

DFE Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe SmallCap Dividend Fund (DFE) for Q4 2024, worth a combined $39.9M — down 9% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFE positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.64M. The largest seller was Morgan Stanley, cutting an estimated $704K.

  • 57 institutional investors held WisdomTree Europe SmallCap Dividend Fund (DFE) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $39.9M of WisdomTree Europe SmallCap Dividend Fund stock for Q4 2024, down 9% quarter-over-quarter.
  • 7 funds opened new WisdomTree Europe SmallCap Dividend Fund positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree Europe SmallCap Dividend Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $2.64M added.
  • The largest WisdomTree Europe SmallCap Dividend Fund seller in Q4 2024 was Morgan Stanley, an estimated $704K sold.

Based on aggregated 13F filings for Q4 2024.