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WisdomTree Emerging Markets SmallCap Dividend Fund

131 hedge funds and large institutions have $776M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

113% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

8% more funds holding

Funds holding: 121131 (+10)

8% more capital invested

Capital invested by funds: $721M → $776M (+$55.2M)

5.62% less ownership

Funds ownership: 51.68%46.06% (-5.6%)

67% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $4.53M

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
4.25%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
20
Increased
66
Reduced
31
Closed
9
Calls
$1.49M
Puts
$4.53M
Net Calls
-$3.04M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$5.04M +$611K +13,217 +14%
Goldman Sachs
27
Goldman Sachs
New York
$3.58M -$25.7K -555 -0.7%
ODCM
28
Old Dominion Capital Management
Virginia
$3.42M +$151K +3,275 +5%
WTC
29
WhitTier Trust Company
Nevada
$3.41M +$652K +14,109 +24%
MBT
30
Montecito Bank & Trust
California
$3.33M +$2.88M +62,222 +676%
CWM
31
Cabot Wealth Management
Massachusetts
$3.28M -$53.2K -1,151 -2%
LG
32
Laidlaw Group
New York
$3.06M -$21.8K -471 -0.7%
WSA
33
Willow Street Advisors
Florida
$2.93M +$1.04M +22,607 +56%
LPL Financial
34
LPL Financial
California
$2.85M -$768K -16,623 -22%
UCFA
35
United Capital Financial Advisors
Texas
$2.81M +$496K +10,739 +22%
NCMW
36
Northern Capital Management (Wisconsin)
Wisconsin
$2.63M +$159K +3,445 +7%
WCWM
37
Wooster Corthell Wealth Management
Connecticut
$2.5M +$188K +4,069 +8%
BFS
38
Bradley Foster & Sargent
Connecticut
$2.42M -$60.1K -1,300 -2%
V
39
Veritable
Delaware
$2.37M +$703K +15,215 +43%
BEAM
40
Baker Ellis Asset Management
Washington
$2.36M +$91.3K +1,976 +4%
AA
41
Ancora Advisors
Ohio
$2.34M +$207K +4,475 +10%
WCA
42
Westover Capital Advisors
Delaware
$2.18M -$306K -6,628 -12%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.11M +$384K +8,314 +23%
PA
44
Pinnacle Associates
New York
$1.99M -$5.5M -119,025 -74%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$1.82M +$463K +10,007 +35%
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$1.8M -$607K -13,141 -25%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M +$175K +3,792 +12%
ECM
48
Exchange Capital Management
Michigan
$1.63M -$222K -4,801 -12%
HCM
49
Hengehold Capital Management
Ohio
$1.62M -$9.24K -200 -0.6%
CW
50
Cobiz Wealth
Colorado
$1.54M -$146K -3,153 -9%