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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
Bank of America
1
Bank of America
North Carolina
$85.4M -$7.42M -157,863 -8%
Wells Fargo
2
Wells Fargo
California
$41.4M -$1.11M -23,623 -3%
PFM
3
Parsec Financial Management
North Carolina
$33.2M -$593K -12,626 -2%
USAA
4
United Services Automobile Association
Texas
$33.1M -$4.19M -89,210 -11%
PP
5
Palladium Partners
Virginia
$28M +$681K +14,490 +2%
UBS Group
6
UBS Group
Switzerland
$26.8M -$1.53M -32,561 -5%
Morgan Stanley
7
Morgan Stanley
New York
$23M -$5.03M -107,057 -18%
LPL Financial
8
LPL Financial
California
$12.3M -$367K -7,805 -3%
AFIA
9
America First Investment Advisors
Nebraska
$11.8M +$12K +256 +0.1%
EA
10
Efficient Advisors
Ohio
$11.3M +$135K +2,865 +1%
MFWM
11
Motley Fool Wealth Management
Virginia
$10.4M +$373K +7,928 +4%
HDIM
12
Hanson & Doremus Investment Management
Vermont
$9.54M +$716K +15,224 +8%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.53M +$442K +9,394 +5%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$8.41M -$2.45M -52,111 -22%
CAN
15
Cetera Advisor Networks
California
$7.14M +$7.35M +156,346 New
SC
16
Stratford Consulting
Texas
$6.8M +$348K +7,413 +5%
HHGA
17
Halbert Hargrove Global Advisors
California
$6.53M -$275K -5,853 -4%
Brown Advisory
18
Brown Advisory
Maryland
$6.44M -$271K -5,756 -4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$6.03M -$682K -14,516 -10%
WPIC
20
White Pine Investment Company
Michigan
$5.97M +$37.8K +805 +0.6%
CFSG
21
Community Financial Services Group
Vermont
$5.82M -$75.7K -1,610 -1%
NCM
22
Neumann Capital Management
California
$5.67M -$38.9K -828 -0.7%
FPIS
23
Financial Planning & Information Services
Wisconsin
$5.6M +$3.54M +75,379 +159%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.04M -$1.52M -32,281 -23%
VA
25
Valmark Advisers
Ohio
$4.98M +$371K +7,893 +8%