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WisdomTree International SmallCap Dividend Fund

108 hedge funds and large institutions have $371M invested in WisdomTree International SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3% more capital invested

Capital invested by funds: $362M → $371M (+$9.75M)

2.22% less ownership

Funds ownership: 43.26%41.04% (-2.2%)

5% less funds holding

Funds holding: 114108 (-6)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
13
Increased
36
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Baird
Wisconsin
$1.06M +$118K +2,050 +13%
JP Morgan Chase
52
JP Morgan Chase
New York
$927K -$2.31K -40 -0.3%
AWM
53
AllSquare Wealth Management
New York
$867K +$21.8K +379 +2%
Ameriprise
54
Ameriprise
Minnesota
$858K +$238K +4,134 +40%
CT
55
Coastline Trust
Rhode Island
$820K +$353K +6,121 +79%
AIG
56
American International Group
New York
$771K -$102K -1,768 -12%
SIC
57
Shoker Investment Counsel
Ohio
$672K -$41.3K -716 -6%
CCM
58
Condor Capital Management
New Jersey
$670K +$14.8K +257 +2%
NCMW
59
Northern Capital Management (Wisconsin)
Wisconsin
$540K +$115K +2,000 +28%
Stifel Financial
60
Stifel Financial
Missouri
$512K +$58.7K +1,018 +13%
SAM
61
SignalPoint Asset Management
Missouri
$485K +$55.2K +957 +13%
CP
62
Camelot Portfolios
Ohio
$462K -$8.24K -143 -2%
DY
63
Dowling & Yahnke
California
$447K
NAM
64
NTV Asset Management
West Virginia
$438K -$2.88K -50 -0.7%
QCMC
65
Quantum Capital Management (California)
California
$427K +$54.3K +942 +15%
BWP
66
BSW Wealth Partners
Colorado
$411K -$50.5K -876 -11%
CAN
67
Cetera Advisor Networks
California
$408K -$737K -12,792 -65%
JIC
68
Joel Isaacson & Co
New York
$370K +$519 +9 +0.1%
AI
69
Atria Investments
North Carolina
$351K +$9.39K +163 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$329K +$44K +764 +16%
MIM
71
Marco Investment Management
Georgia
$319K
EWM
72
Empirical Wealth Management
Washington
$314K -$2.88K -50 -0.9%
IA
73
IndexIQ Advisors
New York
$263K +$256K +4,437 New
MFS
74
MSI Financial Services
Massachusetts
$257K -$3.34K -58 -1%
US Bancorp
75
US Bancorp
Minnesota
$256K -$42.4K -735 -15%