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WisdomTree International SmallCap Dividend Fund

114 hedge funds and large institutions have $362M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

11% more funds holding

Funds holding: 103114 (+11)

0.24% more ownership

Funds ownership: 43.02%43.26% (+0.24%)

10% less capital invested

Capital invested by funds: $401M → $362M (-$39M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
19
Increased
42
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
Marco Investment Management
Georgia
$316K
EWM
77
Empirical Wealth Management
Washington
$297K +$5.81K +102 +2%
GW
78
GW & Wade
Massachusetts
$291K +$298K +5,234 New
US Bancorp
79
US Bancorp
Minnesota
$280K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$265K +$3.42K +60 +1%
MFS
81
MSI Financial Services
Massachusetts
$244K -$59.1K -1,037 -19%
SC
82
SouthState Corp
Florida
$236K
NPC
83
National Planning Corporation
California
$212K -$403K -7,066 -65%
JAM
84
Jolley Asset Management
North Carolina
$206K
DOA
85
D'Orazio & Associates
Virginia
$200K
EVM
86
Eaton Vance Management
Massachusetts
$180K -$42.4K -744 -19%
RCG
87
Ruggie Capital Group
Florida
$123K +$127K +2,235 New
CPIG
88
Chicago Partners Investment Group
Illinois
$112K +$115K +2,022 New
KA
89
Klingman & Associates
New York
$111K +$114K +2,000 New
VCM
90
Vigilant Capital Management
Maine
$107K
GAM
91
Gemmer Asset Management
California
$72K
CG
92
Colony Group
Massachusetts
$61K
Creative Planning
93
Creative Planning
Kansas
$53K -$89.3K -1,568 -62%
SMG
94
Spectrum Management Group
Indiana
$49K
CAL
95
Capital Advisors Ltd
Ohio
$40K
VNA
96
Valley National Advisers
Pennsylvania
$31K +$27.9K +490 New
FANJ
97
Financial Architects (New Jersey)
New Jersey
$26K -$34.2K -600 -56%
Bessemer Group
98
Bessemer Group
New Jersey
$22K
CFA
99
CT Financial Advisors
Pennsylvania
$16.8K +$17.2K +302 New
TRCT
100
Tower Research Capital (TRC)
New York
$13K +$13.8K +242 New