DLS icon

WisdomTree International SmallCap Dividend Fund
DLS

Overview Fund Activity

93 hedge funds and large institutions have $378M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
41
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$22.2M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$48.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.4M
5
UCFA
5
United Capital Financial Advisors
Texas
$3.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$7.48M
4
NL
4
NWAM LLC
Washington
$0
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$3.01M 46,333 +1,152 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.97M 45,692 +3,247 +8%
DFIM
28
Detwiler Fenton Investment Management
Massachusetts
$2.85M 43,873 +1,554 +4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.84M 43,639 +9,019 +26%
MFP
30
Mosaic Financial Partners
California
$2.61M 40,068 -564 -1%
RJA
31
Raymond James & Associates
Florida
$2.51M 38,601 -20,739 -35%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.17M 33,322 +4,473 +16%
WC
33
Whitnell & Co
Illinois
$1.94M 29,877 – –
NPC
34
National Planning Corporation
California
$1.66M 25,306 +25,306 New
SWM
35
SVA Wealth Management
Wisconsin
$1.49M 22,975 +22,975 New
HC
36
HHG & Company
Connecticut
$1.48M 22,788 +805 +4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.46M 22,450 +266 +1%
CA
38
Cetera Advisors
Colorado
$1.44M 22,142 -663 -3%
TIM
39
Tortoise Investment Management
New York
$1.39M 21,384 – –
PA
40
Parkside Advisors
California
$1.3M 20,010 +2,402 +14%
CAN
41
Cetera Advisor Networks
California
$1.21M 18,615 +1,452 +8%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.14M 17,480 +196 +1%
DADC
43
D.A. Davidson & Co
Montana
$1.13M 17,330 +13,338 +334%
B
44
Baird
Wisconsin
$1.04M 16,043 -225 -1%
CAL
45
Capital Analysts LLC
Pennsylvania
$1.03M 15,806 +843 +6%
Citigroup
46
Citigroup
New York
$841K 12,935 +11,580 +855%
Invesco
47
Invesco
Georgia
$779K 11,980 +1,122 +10%
OIA
48
Optimum Investment Advisors
Illinois
$731K 11,236 +500 +5%
LS
49
Lattice Strategies
Pennsylvania
$648K 9,970 -980 -9%
CCM
50
Condor Capital Management
New Jersey
$603K 9,265 -2,173 -19%
1
2
3 4