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WisdomTree International SmallCap Dividend Fund

100 hedge funds and large institutions have $407M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

119% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 21

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 93100 (+7)

8% more capital invested

Capital invested by funds: $378M → $407M (+$28.5M)

0.75% more ownership

Funds ownership: 40.84%41.59% (+0.75%)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
13
Increased
46
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$3.57M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.12M +$155K +2,390 +5%
SMC
28
Smith, Moore & Co
Missouri
$3.08M +$81.8K +1,262 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.94M +$118K +1,820 +4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$2.9M +$742K +11,449 +34%
DFIM
31
Detwiler Fenton Investment Management
Massachusetts
$2.79M -$51.3K -791 -2%
MFP
32
Mosaic Financial Partners
California
$2.54M -$51.3K -791 -2%
SWM
33
SVA Wealth Management
Wisconsin
$2.24M +$751K +11,582 +50%
NPC
34
National Planning Corporation
California
$2.08M +$446K +6,874 +27%
WC
35
Whitnell & Co
Illinois
$1.94M
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.67M +$218K +3,359 +15%
HC
37
HHG & Company
Connecticut
$1.47M -$8.43K -130 -0.6%
TCM
38
Telos Capital Management
California
$1.42M +$1.14M +17,537 +396%
PA
39
Parkside Advisors
California
$1.4M +$107K +1,650 +8%
TIM
40
Tortoise Investment Management
New York
$1.39M
DADC
41
D.A. Davidson & Co
Montana
$1.3M +$178K +2,745 +16%
CAN
42
Cetera Advisor Networks
California
$1.29M +$92.5K +1,427 +8%
Invesco
43
Invesco
Georgia
$1.27M +$499K +7,688 +64%
CA
44
Cetera Advisors
Colorado
$1.25M -$181K -2,787 -13%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.21M +$75.7K +1,167 +7%
Citigroup
46
Citigroup
New York
$1.14M +$302K +4,664 +36%
CAL
47
Capital Analysts LLC
Pennsylvania
$1.06M +$40.1K +618 +4%
GW
48
GW & Wade
Massachusetts
$1.04M +$1.04M +16,004 New
B
49
Baird
Wisconsin
$1.02M -$18.9K -292 -2%
OIA
50
Optimum Investment Advisors
Illinois
$752K +$24K +370 +3%