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WisdomTree International SmallCap Dividend Fund

181 hedge funds and large institutions have $479M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $429M → $479M (+$49.5M)

0.85% more ownership

Funds ownership: 36.87%37.72% (+0.85%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 184181 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

48% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 83

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
43
Reduced
83
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
CPWM LLC
Washington
$1.59M +$10.5K +198 +0.7%
SMG
52
Smart Money Group
Texas
$1.53M +$25.8K +488 +2%
UCFA
53
United Capital Financial Advisors
Texas
$1.53M -$88.4K -1,671 -6%
COF
54
Capital One Financial
Virginia
$1.47M -$364K -6,876 -21%
Stifel Financial
55
Stifel Financial
Missouri
$1.38M +$31.1K +589 +2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.17M -$1.53M -29,010 -58%
FWCM
57
Ferguson Wellman Capital Management
Oregon
$1.16M -$248K -4,690 -18%
OCM
58
One Capital Management
California
$1.15M -$382K -7,221 -26%
CAN
59
Cetera Advisor Networks
California
$1.11M +$94.1K +1,779 +10%
SAM
60
Smithbridge Asset Management
Pennsylvania
$1.08M
CP
61
Camelot Portfolios
Ohio
$1.08M +$415K +7,852 +68%
TIM
62
Tortoise Investment Management
New York
$1.03M -$79.3K -1,500 -7%
M&T Bank
63
M&T Bank
New York
$982K -$885K -16,734 -49%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$972K -$5.25M -99,321 -85%
BA
65
Bristlecone Advisors
Washington
$866K -$93.9K -1,775 -10%
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$854K -$300K -5,678 -27%
DC
67
Davenport & Co
Virginia
$844K -$16.1K -305 -2%
AOWM
68
Alpha Omega Wealth Management
Virginia
$792K -$11.6K -219 -2%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$775K +$7.83K +148 +1%
PAS
70
Park Avenue Securities
New York
$755K +$718K +13,574 New
SPIA
71
Steward Partners Investment Advisory
New York
$739K
CPO
72
Cerity Partners OCIO
New York
$732K -$227K -4,292 -25%
IAIM
73
International Assets Investment Management
Florida
$716K +$700K +13,233 New
CT
74
Coastline Trust
Rhode Island
$695K -$1.41M -26,720 -68%
LWPC
75
Legacy Wealth Partners (California)
California
$645K +$613K +11,598 New