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WisdomTree International SmallCap Dividend Fund

230 hedge funds and large institutions have $568M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 206230 (+24)

11% more capital invested

Capital invested by funds: $513M → $568M (+$55.4M)

0.24% more ownership

Funds ownership: 32.61%32.86% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
78
Reduced
80
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.71M -$587K -8,714 -19%
EWM
52
Empirical Wealth Management
Washington
$2.7M +$149K +2,216 +6%
CBFP
53
Cedar Brook Financial Partners
Ohio
$2.68M +$13.1K +194 +0.5%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$2.53M -$788K -11,691 -25%
SC
55
Stratford Consulting
Texas
$2.33M -$1.75K -26 -0.1%
APSP
56
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.29M -$89.5K -1,327 -4%
CAL
57
Capital Analysts LLC
Pennsylvania
$2.15M +$9.17K +136 +0.5%
FWCM
58
Ferguson Wellman Capital Management
Oregon
$2.08M +$18.9K +280 +1%
UCFA
59
United Capital Financial Advisors
Texas
$2.08M +$12.7K +188 +0.6%
CL
60
CPWM LLC
Washington
$2.07M +$48.1K +714 +3%
UA
61
Unison Advisors
District of Columbia
$2.06M +$41.3K +613 +2%
SMG
62
Smart Money Group
Texas
$1.83M +$529K +7,840 +44%
CPO
63
Cerity Partners OCIO
New York
$1.73M -$8.29K -123 -0.5%
Jane Street
64
Jane Street
New York
$1.73M -$909K -13,487 -36%
Stifel Financial
65
Stifel Financial
Missouri
$1.67M +$84K +1,246 +6%
CS
66
Credit Suisse
Switzerland
$1.65M +$1.56M +23,207 New
PA
67
Parkside Advisors
California
$1.54M -$619K -9,183 -30%
GW
68
GW & Wade
Massachusetts
$1.51M -$45.2K -671 -3%
TIM
69
Tortoise Investment Management
New York
$1.43M -$33.7K -500 -2%
IWP
70
IAG Wealth Partners
Wisconsin
$1.35M +$1.28M +19,017 New
FT
71
Fiduciary Trust
Massachusetts
$1.32M -$8.16K -121 -0.6%
SAM
72
Smithbridge Asset Management
Pennsylvania
$1.29M +$61.4K +910 +5%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.28M -$1.43M -21,150 -54%
MPW
74
Monterey Private Wealth
California
$1.28M +$1.21M +17,969 New
DC
75
Davenport & Co
Virginia
$1.25M +$307K +4,550 +35%