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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
Bank of America
1
Bank of America
North Carolina
$144M +$2.59M +55,930 +2%
USAA
2
United Services Automobile Association
Texas
$137M +$29.6M +641,218 +28%
JIC
3
Johnson Investment Counsel
Ohio
$62.4M +$1.03M +22,340 +2%
Morgan Stanley
4
Morgan Stanley
New York
$31.9M +$5.38M +116,482 +21%
U
5
UBS
Switzerland
$30.3M +$85.7K +1,855 +0.3%
HHGA
6
Halbert Hargrove Global Advisors
California
$27.6M +$1.59M +34,315 +6%
CIA
7
Choate Investment Advisors
Massachusetts
$27M -$955K -20,655 -3%
CAG
8
Crestwood Advisors Group
Massachusetts
$22.9M +$21.6M +468,304 +2,172%
GT
9
Greenleaf Trust
Michigan
$22.6M +$2.9M +62,669 +15%
Wells Fargo
10
Wells Fargo
California
$21M +$2.68M +58,075 +15%
BF
11
BOK Financial
Oklahoma
$18.4M +$911K +19,700 +5%
TF
12
Tompkins Financial
New York
$13.4M +$1.29M +28,003 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.1M +$9.87M +213,515 +313%
3AM
14
3D Asset Management
Connecticut
$12.1M +$11.1M +239,814 +1,181%
EA
15
Efficient Advisors
Ohio
$9.85M +$646K +13,981 +7%
PP
16
Palladium Partners
Virginia
$9.01M +$1.58M +34,278 +22%
PFM
17
Parsec Financial Management
North Carolina
$8.84M +$1.49M +32,215 +20%
CTI
18
Community Trust & Investment
Kentucky
$8.39M +$376K +8,139 +5%
LCM
19
LVM Capital Management
Michigan
$7.55M +$951K +20,583 +15%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$7.33M +$489K +10,582 +7%
KPCM
21
Kings Point Capital Management
New York
$6.77M +$374K +8,081 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.55M +$692K +14,977 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.47M +$559K +12,100 +10%
WT
24
Whittier Trust
California
$6.32M -$48.2K -1,043 -0.8%
AFIA
25
America First Investment Advisors
Nebraska
$5.12M +$1.26M +27,314 +33%