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WisdomTree International SmallCap Dividend Fund

173 hedge funds and large institutions have $484M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more capital invested

Capital invested by funds: $479M → $484M (+$5.39M)

0.16% less ownership

Funds ownership: 37.72%37.56% (-0.16%)

4% less funds holding

Funds holding: 181173 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 72

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
14
Increased
50
Reduced
72
Closed
19
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
$1.39M -$814K -13,826 -38%
CP
52
Camelot Portfolios
Ohio
$1.24M +$79K +1,342 +7%
BA
53
Bristlecone Advisors
Washington
$1.24M +$306K +5,193 +33%
CAN
54
Cetera Advisor Networks
California
$1.21M +$16K +272 +1%
RJA
55
Raymond James & Associates
Florida
$1.21M -$1M -17,001 -46%
OCM
56
One Capital Management
California
$1.2M -$39.1K -664 -3%
FWCM
57
Ferguson Wellman Capital Management
Oregon
$1.16M -$84.7K -1,440 -7%
SAM
58
Smithbridge Asset Management
Pennsylvania
$1.13M -$36.8K -626 -3%
TIM
59
Tortoise Investment Management
New York
$1.09M -$23.5K -400 -2%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$1.05M +$8.53K +145 +0.8%
PAS
61
Park Avenue Securities
New York
$997K +$181K +3,074 +23%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$952K +$348K +5,910 +59%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$922K -$336K -5,710 -27%
DC
64
Davenport & Co
Virginia
$914K +$5.59K +95 +0.6%
AOWM
65
Alpha Omega Wealth Management
Virginia
$878K +$25K +425 +3%
CT
66
Coastline Trust
Rhode Island
$854K +$104K +1,760 +14%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$828K -$6.59K -112 -0.8%
SPIA
68
Steward Partners Investment Advisory
New York
$795K
MML Investors Services
69
MML Investors Services
Massachusetts
$786K +$154K +2,620 +25%
WSTAM
70
Wilbanks Smith & Thomas Asset Management
Virginia
$749K -$167K -2,845 -19%
LWPC
71
Legacy Wealth Partners (California)
California
$734K +$39.1K +664 +6%
M&T Bank
72
M&T Bank
New York
$713K -$338K -5,746 -33%
HR
73
Howe & Rusling
New York
$670K -$20.2K -344 -3%
RFN
74
RDA Financial Network
Iowa
$652K +$114K +1,931 +22%
SFM
75
Signet Financial Management
New Jersey
$640K +$6K +102 +1%