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WisdomTree International SmallCap Dividend Fund

113 hedge funds and large institutions have $396M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

0.59% less ownership

Funds ownership: 38.01%37.42% (-0.59%)

4% less capital invested

Capital invested by funds: $413M → $396M (-$16.3M)

3% less funds holding

Funds holding: 116113 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
44
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
51
Tortoise Investment Management
New York
$1.13M
AG
52
Advisor Group
Arizona
$1.05M +$1.1M +18,695 New
Ameriprise
53
Ameriprise
Minnesota
$906K -$25.6K -434 -3%
MFS
54
MSI Financial Services
Massachusetts
$865K -$53.5K -905 -6%
TWA
55
TCI Wealth Advisors
Arizona
$820K -$26.6K -450 -3%
JP Morgan Chase
56
JP Morgan Chase
New York
$668K -$47.5K -805 -6%
CCM
57
Condor Capital Management
New Jersey
$638K +$2.01K +34 +0.3%
AWM
58
AllSquare Wealth Management
New York
$563K -$83.8K -1,418 -7%
Invesco
59
Invesco
Georgia
$563K -$46.5K -787 -7%
NCMW
60
Northern Capital Management (Wisconsin)
Wisconsin
$556K -$111K -1,875 -16%
BA
61
Bristlecone Advisors
Washington
$529K -$15.7K -266 -3%
Stifel Financial
62
Stifel Financial
Missouri
$512K -$650 -11 -0.1%
CP
63
Camelot Portfolios
Ohio
$510K -$5.55K -94 -1%
VKH
64
Virtu KCG Holdings
New York
$498K +$524K +8,871 New
SIC
65
Shoker Investment Counsel
Ohio
$497K +$7.62K +129 +1%
WS
66
Wedbush Securities
California
$471K +$168K +2,852 +51%
QCMC
67
Quantum Capital Management (California)
California
$441K +$13.9K +236 +3%
SWM
68
SVA Wealth Management
Wisconsin
$428K -$210K -3,550 -32%
SAM
69
SignalPoint Asset Management
Missouri
$426K -$32.7K -554 -7%
BWP
70
BSW Wealth Partners
Colorado
$408K
EFS
71
Essex Financial Services
Connecticut
$393K +$414K +7,007 New
CAN
72
Cetera Advisor Networks
California
$382K
JIC
73
Joel Isaacson & Co
New York
$366K +$6.67K +113 +2%
OMC
74
Old Mission Capital
Illinois
$355K +$373K +6,322 New
EWM
75
Empirical Wealth Management
Washington
$352K +$58.5K +990 +19%