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WisdomTree International SmallCap Dividend Fund

84 hedge funds and large institutions have $322M invested in WisdomTree International SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $269M → $322M (+$53M)

15% more funds holding

Funds holding: 7384 (+11)

0.85% more ownership

Funds ownership: 39.55%40.41% (+0.85%)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
14
Increased
36
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$611K +$112K +1,830 +23%
NAM
52
NTV Asset Management
West Virginia
$578K +$23.4K +380 +4%
Ameriprise
53
Ameriprise
Minnesota
$572K +$67.2K +1,093 +14%
DY
54
Dowling & Yahnke
California
$493K -$4.92K -80 -1%
CP
55
Camelot Portfolios
Ohio
$473K +$52.7K +858 +13%
US Bancorp
56
US Bancorp
Minnesota
$471K +$33.4K +543 +8%
PAG
57
Private Advisor Group
New Jersey
$429K +$419K +6,812 New
KFP
58
Keystone Financial Planning
Ohio
$397K +$388K +6,308 New
JIC
59
Joel Isaacson & Co
New York
$379K
SC
60
SouthState Corp
Florida
$337K +$16K +260 +5%
SAM
61
SignalPoint Asset Management
Missouri
$313K +$8.91K +145 +3%
EWM
62
Empirical Wealth Management
Washington
$286K -$8.42K -137 -3%
NCMW
63
Northern Capital Management (Wisconsin)
Wisconsin
$280K +$54.7K +890 +25%
DADC
64
D.A. Davidson & Co
Montana
$251K +$245K +3,992 New
MFS
65
MSI Financial Services
Massachusetts
$249K +$10.1K +165 +4%
EVM
66
Eaton Vance Management
Massachusetts
$237K
JAM
67
Jolley Asset Management
North Carolina
$106K
Citigroup
68
Citigroup
New York
$85K +$21.3K +346 +34%
VCM
69
Vigilant Capital Management
Maine
$75K -$2.77K -45 -4%
SMG
70
Spectrum Management Group
Indiana
$65K +$63.6K +1,035 New
M&T Bank
71
M&T Bank
New York
$63K
Creative Planning
72
Creative Planning
Kansas
$55K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$49K -$1.97K -32 -4%
CCS
74
Crosspoint Capital Strategies
California
$47K +$44.9K +730 New
CAL
75
Capital Advisors Ltd
Ohio
$45K +$44.4K +722 New