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WisdomTree International SmallCap Dividend Fund

93 hedge funds and large institutions have $378M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $322M → $378M (+$56.6M)

11% more funds holding

Funds holding: 8493 (+9)

0.43% more ownership

Funds ownership: 40.41%40.84% (+0.43%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
41
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
51
NTV Asset Management
West Virginia
$596K
WS
52
Wedbush Securities
California
$579K -$60.8K -958 -10%
Ameriprise
53
Ameriprise
Minnesota
$556K -$33K -520 -6%
AIG
54
American International Group
New York
$519K -$109K -1,723 -18%
DY
55
Dowling & Yahnke
California
$504K -$5.08K -80 -1%
US Bancorp
56
US Bancorp
Minnesota
$485K
BWP
57
BSW Wealth Partners
Colorado
$484K +$473K +7,449 New
Stifel Financial
58
Stifel Financial
Missouri
$446K +$436K +6,866 New
CP
59
Camelot Portfolios
Ohio
$442K -$45.1K -710 -9%
JIC
60
Joel Isaacson & Co
New York
$395K +$3.81K +60 +1%
SAM
61
SignalPoint Asset Management
Missouri
$394K +$69.8K +1,100 +22%
MIM
62
Marco Investment Management
Georgia
$368K
SC
63
SouthState Corp
Florida
$346K -$1.27K -20 -0.4%
NCMW
64
Northern Capital Management (Wisconsin)
Wisconsin
$343K +$52.4K +825 +19%
EWM
65
Empirical Wealth Management
Washington
$318K +$22.6K +356 +8%
TCM
66
Telos Capital Management
California
$288K +$281K +4,430 New
MFS
67
MSI Financial Services
Massachusetts
$282K +$24.1K +380 +10%
M&T Bank
68
M&T Bank
New York
$259K +$189K +2,971 +295%
EVM
69
Eaton Vance Management
Massachusetts
$251K +$6.35K +100 +3%
BOS
70
Bingham Osborn & Scarborough
California
$245K +$239K +3,770 New
SIC
71
Shoker Investment Counsel
Ohio
$235K +$229K +3,612 New
DOA
72
D'Orazio & Associates
Virginia
$234K +$228K +3,595 New
PAG
73
Private Advisor Group
New Jersey
$221K -$217K -3,410 -50%
VCM
74
Vigilant Capital Management
Maine
$126K +$47.2K +744 +63%
JAM
75
Jolley Asset Management
North Carolina
$109K