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WisdomTree Emerging Markets SmallCap Dividend Fund

152 hedge funds and large institutions have $504M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

122% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 32

11% more funds holding

Funds holding: 137152 (+15)

8% more capital invested

Capital invested by funds: $467M → $504M (+$36.9M)

5% more call options, than puts

Call options by funds: $395K | Put options by funds: $376K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.3% less ownership

Funds ownership: 42.32%42.02% (-0.3%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
3.79%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
23
Increased
71
Reduced
32
Closed
7
Calls
$395K
Puts
$376K
Net Calls
+$19K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$58.8M +$6.76M +148,623 +13%
USAA
2
United Services Automobile Association
Texas
$42.4M
Wells Fargo
3
Wells Fargo
California
$38.9M +$4.15M +91,348 +12%
PFM
4
Parsec Financial Management
North Carolina
$30.8M +$4.42M +97,312 +17%
UBS Group
5
UBS Group
Switzerland
$26.5M +$1.86M +40,900 +8%
PP
6
Palladium Partners
Virginia
$26.4M +$740K +16,271 +3%
Morgan Stanley
7
Morgan Stanley
New York
$18.7M +$3.07M +67,617 +20%
JA
8
JOYN Advisors
Georgia
$15.3M +$60K +1,319 +0.4%
HHGA
9
Halbert Hargrove Global Advisors
California
$13.3M -$26.5M -582,811 -67%
EA
10
Efficient Advisors
Ohio
$12.5M -$259K -5,698 -2%
AFIA
11
America First Investment Advisors
Nebraska
$11.1M +$257K +5,648 +2%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$9.4M +$191K +4,211 +2%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.65M -$65.5K -1,441 -0.8%
LPL Financial
14
LPL Financial
California
$8.56M +$2.72M +59,865 +47%
MFWM
15
Motley Fool Wealth Management
Virginia
$8.3M +$406K +8,928 +5%
BTS
16
BB&T Securities
Virginia
$7.18M +$1.02M +22,416 +17%
CM
17
Capital Management
Virginia
$7.13M +$1.75M +38,556 +33%
HDIM
18
Hanson & Doremus Investment Management
Vermont
$7.13M +$766K +16,856 +12%
SC
19
Stratford Consulting
Texas
$6.85M +$128K +2,813 +2%
CAN
20
Cetera Advisor Networks
California
$6.26M +$2.6M +57,264 +72%
Citadel Advisors
21
Citadel Advisors
Florida
$5.97M +$5.93M +130,508 New
WPIC
22
White Pine Investment Company
Michigan
$5.88M +$41.8K +919 +0.7%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.55M -$898K -19,759 -14%
VA
24
Valmark Advisers
Ohio
$4.98M -$16.3K -358 -0.3%
OMC
25
Old Mission Capital
Illinois
$4.13M +$4.1M +90,303 New