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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $513M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 202206 (+4)

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

3.29% less ownership

Funds ownership: 35.9%32.61% (-3.3%)

13% less capital invested

Capital invested by funds: $587M → $513M (-$74.1M)

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
4.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
20
Increased
71
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
51
Elwood & Goetz Wealth Advisory Group
Georgia
$2.36M +$955K +15,107 +69%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.28M -$15.3K -242 -0.7%
EWM
53
Empirical Wealth Management
Washington
$2.27M -$181K -2,865 -7%
APSP
54
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.21M +$17.8K +281 +0.8%
SC
55
Stratford Consulting
Texas
$2.08M -$165K -2,608 -7%
PA
56
Parkside Advisors
California
$1.96M -$320K -5,067 -14%
CAL
57
Capital Analysts LLC
Pennsylvania
$1.91M +$67.9K +1,075 +4%
UCFA
58
United Capital Financial Advisors
Texas
$1.84M +$185K +2,932 +11%
FWCM
59
Ferguson Wellman Capital Management
Oregon
$1.84M -$17.1K -270 -0.9%
UA
60
Unison Advisors
District of Columbia
$1.8M +$360K +5,699 +25%
CL
61
CPWM LLC
Washington
$1.8M
Goldman Sachs
62
Goldman Sachs
New York
$1.7M
CPO
63
Cerity Partners OCIO
New York
$1.62M -$86.9K -1,376 -5%
FTUS
64
Flow Traders U.S.
New York
$1.55M +$1.11M +17,529 +253%
Stifel Financial
65
Stifel Financial
Missouri
$1.42M +$105K +1,665 +8%
GW
66
GW & Wade
Massachusetts
$1.39M +$4.87K +77 +0.4%
TIM
67
Tortoise Investment Management
New York
$1.3M -$19K -300 -1%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$1.2M -$61K -965 -5%
FT
69
Fiduciary Trust
Massachusetts
$1.19M -$159K -2,513 -12%
SMG
70
Smart Money Group
Texas
$1.14M -$4.36K -69 -0.4%
SAM
71
Smithbridge Asset Management
Pennsylvania
$1.1M +$4.87K +77 +0.4%
BFO
72
Biltmore Family Office
North Carolina
$1.04M +$253K +4,000 +32%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$1.02M -$192K -3,033 -16%
CAN
74
Cetera Advisor Networks
California
$964K +$37.7K +596 +4%
HCM
75
Hengehold Capital Management
Ohio
$954K -$97.9K -1,549 -9%