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WisdomTree International SmallCap Dividend Fund

134 hedge funds and large institutions have $476M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $425M → $476M (+$51.4M)

3% more funds holding

Funds holding: 130134 (+4)

0.19% more ownership

Funds ownership: 36.98%37.17% (+0.19%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
17
Increased
51
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
26
WESCAP Management Group
California
$3.87M -$462K -7,250 -11%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.61M +$388K +6,092 +12%
LPL Financial
28
LPL Financial
California
$3.43M +$672K +10,555 +25%
FT
29
Fiduciary Trust
Massachusetts
$3.2M -$116K -1,816 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.18M -$3.39M -53,230 -52%
SC
31
Stratford Consulting
Texas
$3.09M -$126K -1,973 -4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.06M +$44.9K +705 +2%
OCM
33
One Capital Management
California
$2.89M -$233K -3,652 -8%
OMC
34
Old Mission Capital
Illinois
$2.72M +$684K +10,739 +35%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.65M +$110K +1,732 +4%
AI
36
Atria Investments
North Carolina
$2.64M +$339K +5,319 +15%
TCM
37
Telos Capital Management
California
$2.43M +$68.6K +1,078 +3%
CT
38
Coastline Trust
Rhode Island
$2.4M +$69.4K +1,090 +3%
APSP
39
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.04M +$103K +1,625 +6%
Ameriprise
40
Ameriprise
Minnesota
$1.95M +$48.9K +768 +3%
CAL
41
Capital Analysts LLC
Pennsylvania
$1.83M +$40.2K +632 +2%
PA
42
Parkside Advisors
California
$1.8M +$30.1K +472 +2%
UCFA
43
United Capital Financial Advisors
Texas
$1.77M -$12K -189 -0.7%
MWM
44
Marietta Wealth Management
Georgia
$1.65M +$631K +9,909 +65%
CAI
45
Capital Advisors Inc
Oklahoma
$1.63M +$1.59M +24,953 New
NFG
46
Nations Financial Group
Iowa
$1.49M -$36.7K -577 -2%
TIM
47
Tortoise Investment Management
New York
$1.3M -$12.7K -200 -1%
G
48
GenTrust
Florida
$1.16M -$38.9K -611 -3%
SAM
49
SignalPoint Asset Management
Missouri
$1.09M +$40.1K +629 +4%
CL
50
CPWM LLC
Washington
$1.05M -$1.31M -20,528 -56%