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WisdomTree International SmallCap Dividend Fund

93 hedge funds and large institutions have $378M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $322M → $378M (+$56.6M)

11% more funds holding

Funds holding: 8493 (+9)

0.43% more ownership

Funds ownership: 40.41%40.84% (+0.43%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
41
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$99K +$40.4K +636 +72%
GAM
77
Gemmer Asset Management
California
$85K +$82.5K +1,300 New
SMG
78
Spectrum Management Group
Indiana
$67K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$47K -$1.78K -28 -4%
CAL
80
Capital Advisors Ltd
Ohio
$47K
CCS
81
Crosspoint Capital Strategies
California
$33K -$14K -220 -30%
ST
82
Smithfield Trust
Pennsylvania
$33K
Bessemer Group
83
Bessemer Group
New Jersey
$26K +$25.1K +395 New
CFA
84
CT Financial Advisors
Pennsylvania
$17.9K +$19.2K +303 New
BPBT
85
Boston Private Bank & Trust
Massachusetts
$11K -$21K -330 -66%
WA
86
WFG Advisors
Texas
$10K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$7K
RIA
88
Regal Investment Advisors
Michigan
$7K
VIA
89
Vantage Investment Advisors
Pennsylvania
$7K +$63 +1 +1%
BRWM
90
B. Riley Wealth Management
Tennessee
$7K +$6.35K +100 New
FWM
91
Focused Wealth Management
New York
$2K
NES
92
New England Securities
New York
$2K
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$141 +$138K +2,175 New
Jane Street
94
Jane Street
New York
-$4.97M -78,932 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$3.43M -54,444 Closed
NL
96
NWAM LLC
Washington
-$2.21M -35,011 Closed
MWM
97
Merriman Wealth Management
Washington
-$1.75M -27,750 Closed
LWI
98
Long Wharf Investors
Massachusetts
-$626K -9,934 Closed
KFP
99
Keystone Financial Planning
Ohio
-$397K -6,308 Closed
HNB
100
Huntington National Bank
Ohio
-$5K