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WisdomTree International SmallCap Dividend Fund

130 hedge funds and large institutions have $425M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

12% more funds holding

Funds holding: 116130 (+14)

0.35% less ownership

Funds ownership: 37.33%36.98% (-0.35%)

1% less capital invested

Capital invested by funds: $428M → $425M (-$3.52M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
19
Increased
55
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IndexIQ Advisors
New York
$1.59M +$1.16M +19,408 +275%
NFG
52
Nations Financial Group
Iowa
$1.4M -$117K -1,957 -8%
Citadel Advisors
53
Citadel Advisors
Florida
$1.37M +$1.37M +22,887 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.27M +$1.27M +21,195 New
TIM
55
Tortoise Investment Management
New York
$1.21M
G
56
GenTrust
Florida
$1.1M +$1.1M +18,395 New
AG
57
Advisor Group
Arizona
$1.01M +$13.7K +229 +1%
SAM
58
SignalPoint Asset Management
Missouri
$961K -$1.56K -26 -0.2%
MFP
59
Mosaic Financial Partners
California
$939K -$17.9K -299 -2%
MWM
60
Marietta Wealth Management
Georgia
$918K +$918K +15,300 New
MFS
61
MSI Financial Services
Massachusetts
$899K +$5.82K +97 +0.7%
TWA
62
TCI Wealth Advisors
Arizona
$860K -$4.56K -76 -0.5%
PAG
63
Private Advisor Group
New Jersey
$757K +$744K +12,404 New
Invesco
64
Invesco
Georgia
$735K +$88.4K +1,473 +14%
CCM
65
Condor Capital Management
New Jersey
$732K +$26.6K +444 +4%
CP
66
Camelot Portfolios
Ohio
$718K +$13.9K +232 +2%
EWM
67
Empirical Wealth Management
Washington
$680K +$141K +2,346 +26%
SPWA
68
SteelBridge Private Wealth Advisors
Florida
$626K +$599K +9,980 New
Stifel Financial
69
Stifel Financial
Missouri
$581K +$41K +683 +8%
NCMW
70
Northern Capital Management (Wisconsin)
Wisconsin
$574K
AWM
71
AllSquare Wealth Management
New York
$569K -$45.1K -752 -4%
LNC
72
Lincoln National Corp
Pennsylvania
$536K +$536K +8,932 New
SIC
73
Shoker Investment Counsel
Ohio
$531K -$480 -8 -0.1%
Creative Planning
74
Creative Planning
Kansas
$482K +$67.6K +1,127 +16%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478K +$90.7K +1,512 +23%