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WisdomTree International SmallCap Dividend Fund

116 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

8% more capital invested

Capital invested by funds: $396M → $428M (+$31.9M)

3% more funds holding

Funds holding: 113116 (+3)

0.09% less ownership

Funds ownership: 37.42%37.33% (-0.09%)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
3.1%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
6
Increased
45
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
51
Tortoise Investment Management
New York
$1.23M
AG
52
Advisor Group
Arizona
$1.02M -$126K -2,122 -11%
SAM
53
SignalPoint Asset Management
Missouri
$984K +$502K +8,448 +111%
MFP
54
Mosaic Financial Partners
California
$979K -$567K -9,544 -37%
MFS
55
MSI Financial Services
Massachusetts
$913K -$32K -539 -3%
TWA
56
TCI Wealth Advisors
Arizona
$884K -$11.9K -200 -1%
FTUS
57
Flow Traders U.S.
New York
$865K +$750K +12,611 +846%
CCM
58
Condor Capital Management
New Jersey
$721K +$22.7K +381 +3%
CP
59
Camelot Portfolios
Ohio
$720K +$157K +2,644 +29%
JP Morgan Chase
60
JP Morgan Chase
New York
$691K -$38.5K -647 -5%
CAN
61
Cetera Advisor Networks
California
$667K +$239K +4,015 +59%
Invesco
62
Invesco
Georgia
$661K +$43.7K +735 +7%
AWM
63
AllSquare Wealth Management
New York
$615K +$46.9K +788 +4%
BA
64
Bristlecone Advisors
Washington
$590K +$11.9K +200 +2%
NCMW
65
Northern Capital Management (Wisconsin)
Wisconsin
$587K -$20.8K -350 -4%
Stifel Financial
66
Stifel Financial
Missouri
$553K -$8.8K -148 -2%
EWM
67
Empirical Wealth Management
Washington
$551K +$161K +2,711 +43%
SIC
68
Shoker Investment Counsel
Ohio
$543K
QCMC
69
Quantum Capital Management (California)
California
$488K +$6K +101 +1%
WS
70
Wedbush Securities
California
$454K -$59.3K -998 -12%
SWM
71
SVA Wealth Management
Wisconsin
$433K -$34K -571 -7%
IA
72
IndexIQ Advisors
New York
$432K +$294K +4,937 +234%
EFS
73
Essex Financial Services
Connecticut
$430K
Creative Planning
74
Creative Planning
Kansas
$424K +$294K +4,944 +252%
KF
75
Krilogy Financial
Missouri
$421K -$895K -15,052 -69%