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WisdomTree International SmallCap Dividend Fund

173 hedge funds and large institutions have $484M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more capital invested

Capital invested by funds: $479M → $484M (+$5.39M)

0.16% less ownership

Funds ownership: 37.72%37.56% (-0.16%)

4% less funds holding

Funds holding: 181173 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 72

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
14
Increased
50
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.32M +$287K +4,882 +7%
KAS
27
Kestra Advisory Services
Texas
$4.15M +$4.08M +69,389 New
Citadel Advisors
28
Citadel Advisors
Florida
$3.83M -$3.3M -56,024 -47%
WMG
29
WESCAP Management Group
California
$3.77M +$313K +5,326 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.72M -$694K -11,791 -16%
RWM
31
Ritholtz Wealth Management
New York
$3.58M -$584K -9,921 -14%
WA
32
Wealth Architects
California
$3.44M -$74K -1,257 -2%
BFG
33
Beacon Financial Group
Texas
$3.33M -$20.7K -351 -0.6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.22M -$859K -14,591 -21%
NCM
35
Neumann Capital Management
California
$3.07M -$543K -9,224 -15%
TCM
36
Telos Capital Management
California
$2.84M -$13.9K -236 -0.5%
LPL Financial
37
LPL Financial
California
$2.83M +$154K +2,620 +6%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$2.8M -$9.06K -154 -0.3%
MWM
39
Marietta Wealth Management
Georgia
$2.77M +$462K +7,844 +20%
Creative Planning
40
Creative Planning
Kansas
$2.48M +$243K +4,134 +11%
SFG
41
StrategIQ Financial Group
Indiana
$2.45M -$735K -12,485 -23%
Wells Fargo
42
Wells Fargo
California
$2.44M +$63.1K +1,072 +3%
EWM
43
Empirical Wealth Management
Washington
$2.16M +$74.9K +1,273 +4%
APSP
44
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.95M -$3.94K -67 -0.2%
CBFP
45
Cedar Brook Financial Partners
Ohio
$1.89M -$216K -3,671 -10%
T
46
TRUADVICE
Florida
$1.8M +$1.73M +29,448 New
CL
47
CPWM LLC
Washington
$1.7M -$11.7K -198 -0.7%
Stifel Financial
48
Stifel Financial
Missouri
$1.59M +$98.9K +1,680 +7%
UCFA
49
United Capital Financial Advisors
Texas
$1.57M -$71.4K -1,214 -4%
Jane Street
50
Jane Street
New York
$1.47M -$3.64M -61,777 -72%