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WisdomTree International SmallCap Dividend Fund

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $322M → $378M (+$56.6M)

11% more funds holding

Funds holding: 8493 (+9)

0.43% more ownership

Funds ownership: 40.41%40.84% (+0.43%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$3.01M +$73.2K +1,152 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.97M +$206K +3,247 +8%
DFIM
28
Detwiler Fenton Investment Management
Massachusetts
$2.85M +$98.7K +1,554 +4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.84M +$573K +9,019 +26%
MFP
30
Mosaic Financial Partners
California
$2.61M -$35.8K -564 -1%
RJA
31
Raymond James & Associates
Florida
$2.51M -$1.32M -20,739 -35%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.17M +$284K +4,473 +16%
WC
33
Whitnell & Co
Illinois
$1.94M
NPC
34
National Planning Corporation
California
$1.66M +$1.61M +25,306 New
SWM
35
SVA Wealth Management
Wisconsin
$1.49M +$1.46M +22,975 New
HC
36
HHG & Company
Connecticut
$1.48M +$51.1K +805 +4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.46M +$16.9K +266 +1%
CA
38
Cetera Advisors
Colorado
$1.44M -$42.1K -663 -3%
TIM
39
Tortoise Investment Management
New York
$1.39M
PA
40
Parkside Advisors
California
$1.3M +$153K +2,402 +14%
CAN
41
Cetera Advisor Networks
California
$1.21M +$92.2K +1,452 +8%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.14M +$12.4K +196 +1%
DADC
43
D.A. Davidson & Co
Montana
$1.13M +$847K +13,338 +334%
B
44
Baird
Wisconsin
$1.04M -$14.3K -225 -1%
CAL
45
Capital Analysts LLC
Pennsylvania
$1.03M +$53.5K +843 +6%
Citigroup
46
Citigroup
New York
$841K +$735K +11,580 +855%
Invesco
47
Invesco
Georgia
$779K +$71.2K +1,122 +10%
OIA
48
Optimum Investment Advisors
Illinois
$731K +$31.8K +500 +5%
LS
49
Lattice Strategies
Pennsylvania
$648K -$62.2K -980 -9%
CCM
50
Condor Capital Management
New Jersey
$603K -$138K -2,173 -19%