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WisdomTree Emerging Markets SmallCap Dividend Fund

181 hedge funds and large institutions have $530M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 176181 (+5)

1.77% less ownership

Funds ownership: 39.99%38.22% (-1.8%)

14% less capital invested

Capital invested by funds: $617M → $530M (-$87.2M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

55% less call options, than puts

Call options by funds: $379K | Put options by funds: $849K

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
4.14%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
21
Increased
59
Reduced
74
Closed
16
Calls
$379K
Puts
$849K
Net Calls
-$470K
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
26
Baker Ellis Asset Management
Washington
$4.34M +$55K +1,170 +1%
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$4.34M +$383K +8,140 +9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.16M -$806K -17,149 -16%
PMG
29
ProVise Management Group
Florida
$4.07M -$186K -3,951 -4%
BFO
30
Biltmore Family Office
North Carolina
$4M +$157K +3,349 +4%
ODCM
31
Old Dominion Capital Management
Virginia
$3.86M -$73.1K -1,555 -2%
SMC
32
Smith, Moore & Co
Missouri
$3.23M +$57.9K +1,231 +2%
KPCM
33
Kings Point Capital Management
New York
$3.22M +$18.5K +394 +0.6%
AA
34
Ancora Advisors
Ohio
$2.87M +$2.68K +57 +0.1%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.73M -$10.5M -222,999 -79%
Ameriprise
36
Ameriprise
Minnesota
$2.53M +$721K +15,337 +38%
TYCC
37
Texas Yale Capital Corp
Florida
$2.37M
Jane Street
38
Jane Street
New York
$2.31M -$1.27M -26,994 -35%
WT
39
Whittier Trust
California
$2.31M -$333K -7,093 -12%
UCFA
40
United Capital Financial Advisors
Texas
$2.25M +$27.8K +591 +1%
BFG
41
Beacon Financial Group
Texas
$2.21M -$1.24M -26,442 -35%
S
42
SimplyRich
California
$2.19M +$73.2K +1,557 +3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.18M +$165K +3,500 +8%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$2.08M -$12.5K -266 -0.6%
Cerity Partners
45
Cerity Partners
New York
$2.05M
BF
46
BOK Financial
Oklahoma
$2.04M -$6.49K -138 -0.3%
PA
47
Pinnacle Associates
New York
$1.91M +$184K +3,920 +10%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.77M +$110K +2,341 +6%
Citadel Advisors
49
Citadel Advisors
Florida
$1.77M -$2.14M -45,566 -54%
CCM
50
Covington Capital Management
California
$1.59M -$223K -4,750 -12%