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WisdomTree International SmallCap Dividend Fund

230 hedge funds and large institutions have $568M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 206230 (+24)

11% more capital invested

Capital invested by funds: $513M → $568M (+$55.4M)

0.24% more ownership

Funds ownership: 32.61%32.86% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
78
Reduced
80
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$5.58M +$7.08K +105 +0.1%
BFG
27
Barber Financial Group
Kansas
$5.31M +$131K +1,941 +3%
MCM
28
MAI Capital Management
Ohio
$5.23M -$12.5K -186 -0.3%
Citadel Advisors
29
Citadel Advisors
Florida
$5.21M +$286K +4,246 +6%
AAS
30
Avantax Advisory Services
Texas
$5.13M +$4.87M +72,264 New
Comerica Bank
31
Comerica Bank
Texas
$4.88M -$22.5K -334 -0.5%
SFG
32
StrategIQ Financial Group
Indiana
$4.62M +$287K +4,261 +7%
S
33
Surevest
California
$4.51M +$149K +2,215 +4%
RJA
34
Raymond James & Associates
Florida
$4.43M +$120K +1,784 +3%
NCM
35
Neumann Capital Management
California
$4.34M -$22.7K -336 -0.5%
BFG
36
Beacon Financial Group
Texas
$4.18M +$60K +890 +2%
RWM
37
Ritholtz Wealth Management
New York
$4.08M +$67.8K +1,005 +2%
TCM
38
Telos Capital Management
California
$3.65M +$181K +2,686 +6%
CT
39
Coastline Trust
Rhode Island
$3.48M +$22.2K +330 +0.7%
MWM
40
Marietta Wealth Management
Georgia
$3.48M +$234K +3,465 +8%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$3.24M +$3.07M +45,565 New
OCM
42
One Capital Management
California
$3.21M -$1.97M -29,291 -39%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.19M +$598K +8,870 +25%
SC
44
Savant Capital
Illinois
$3.11M +$2.95M +43,734 New
BAAM
45
Baker Avenue Asset Management
California
$3.04M -$5.93K -88 -0.2%
PAG
46
Private Advisor Group
New Jersey
$2.97M -$618K -9,166 -18%
AG
47
Advisor Group
Arizona
$2.91M -$519K -7,697 -16%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$2.81M -$191K -2,833 -7%
EGWAG
49
Elwood & Goetz Wealth Advisory Group
Georgia
$2.8M +$154K +2,278 +6%
LPL Financial
50
LPL Financial
California
$2.71M -$248K -3,678 -9%