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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
CWM
101
Cornerstone Wealth Management
Missouri
$342K +$65.9K +1,403 +9%
Stifel Financial
102
Stifel Financial
Missouri
$335K -$250K -5,323 -42%
PAG
103
Private Advisor Group
New Jersey
$331K +$340K +7,240 New
FTUS
104
Flow Traders U.S.
New York
$329K +$339K +7,217 New
JMPWA
105
JP Morgan Private Wealth Advisors
California
$322K -$6.25M -132,952 -95%
WTC
106
WhitTier Trust Company
Nevada
$315K -$4.56K -97 -1%
EWM
107
Empirical Wealth Management
Washington
$311K +$3.71K +79 +1%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$284K +$69.5K +1,479 +31%
LCM
109
LVM Capital Management
Michigan
$283K -$27K -575 -8%
RIL
110
Rothschild Investment LLC
Illinois
$275K +$2.77K +59 +1%
PVH
111
Psagot Value Holdings
Israel
$269K
FIM
112
Freedom Investment Management
Connecticut
$264K +$268K +5,709 New
AWA
113
Arete Wealth Advisors
Illinois
$258K +$29.8K +635 +13%
VSWA
114
Vontobel Swiss Wealth Advisors
Switzerland
$243K
SWP
115
Strategic Wealth Partners
Ohio
$238K -$132K -2,814 -35%
EWF
116
Epstein & White Financial
California
$232K -$392K -8,338 -62%
KA
117
Kovack Advisors
Florida
$227K +$3.15K +67 +1%
AWM
118
AE Wealth Management
Kansas
$211K +$218K +4,628 New
HB
119
Homrich & Berg
Georgia
$210K -$71.4K -1,519 -25%
PWM
120
Perigon Wealth Management
California
$209K +$215K +4,567 New
NGA
121
Naples Global Advisors
Florida
$205K
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$203K +$209K +4,455 New
BSW
123
Buckingham Strategic Wealth
Missouri
$202K +$208K +4,417 New
NL
124
NWAM LLC
Washington
$202K +$208K +4,431 New
JP Morgan Chase
125
JP Morgan Chase
New York
$199K -$577K -12,283 -74%