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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
AG
51
Advisor Group
Arizona
$1.55M +$81.7K +1,739 +5%
CCM
52
Colorado Capital Management
Colorado
$1.53M -$156K -3,309 -9%
EAM
53
Evanson Asset Management
California
$1.52M -$79.3K -1,688 -5%
TIM
54
Tortoise Investment Management
New York
$1.48M +$391K +8,315 +34%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.43M -$144K -3,070 -9%
AIA
56
Armor Investment Advisors
North Carolina
$1.39M -$59.2K -1,259 -4%
CAM
57
Covenant Asset Management
New Jersey
$1.37M +$215K +4,575 +18%
BFO
58
Boston Family Office
Massachusetts
$1.37M +$7.29K +155 +0.5%
FF
59
Fluent Financial
Texas
$1.31M -$69.3K -1,474 -5%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.31M -$68.4K -1,456 -5%
JA
61
JOYN Advisors
Georgia
$1.3M -$1.07M -22,792 -45%
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$1.2M +$13.1K +279 +1%
MIH
63
Madison Investment Holdings
Wisconsin
$1.2M +$53.2K +1,131 +5%
RJA
64
Raymond James & Associates
Florida
$1.15M -$70.8K -1,507 -6%
JWA
65
JFS Wealth Advisors
Pennsylvania
$1.04M -$23.2K -494 -2%
UA
66
Unison Advisors
District of Columbia
$1.02M -$7.85K -167 -0.7%
AFG
67
Albion Financial Group
Utah
$986K
JIC
68
Johnson Investment Counsel
Ohio
$971K -$31K -660 -3%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$932K -$51.6K -1,098 -5%
DC
70
Davenport & Co
Virginia
$895K -$73.6K -1,565 -7%
MWM
71
Merriman Wealth Management
Washington
$894K
PGA
72
Portland Global Advisors
Maine
$878K +$640K +13,605 +242%
CS
73
Credit Suisse
Switzerland
$871K -$658 -14 -0.1%
BAS
74
Brown Advisory Securities
Maryland
$861K -$128K -2,732 -13%
CCA
75
Clearwater Capital Advisors
Illinois
$803K -$26.8K -571 -3%