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WisdomTree International SmallCap Dividend Fund

108 hedge funds and large institutions have $371M invested in WisdomTree International SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3% more capital invested

Capital invested by funds: $362M → $371M (+$9.75M)

2.22% less ownership

Funds ownership: 43.26%41.04% (-2.2%)

5% less funds holding

Funds holding: 114108 (-6)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
13
Increased
36
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
SouthState Corp
Florida
$252K
OIA
77
Optimum Investment Advisors
Illinois
$237K -$175K -3,035 -43%
JAM
78
Jolley Asset Management
North Carolina
$220K
EIA
79
Edgemoor Investment Advisors
Maryland
$214K +$208K +3,605 New
DOA
80
D'Orazio & Associates
Virginia
$213K
DADC
81
D.A. Davidson & Co
Montana
$183K -$154K -2,672 -46%
KA
82
Klingman & Associates
New York
$119K
VCM
83
Vigilant Capital Management
Maine
$78K -$35.4K -615 -32%
GAM
84
Gemmer Asset Management
California
$77K
Citigroup
85
Citigroup
New York
$76K -$282K -4,886 -79%
Creative Planning
86
Creative Planning
Kansas
$58K +$1.04K +18 +2%
CPIG
87
Chicago Partners Investment Group
Illinois
$53K -$61.6K -1,069 -53%
SSB
88
Sandy Spring Bank
Maryland
$53K +$51.9K +900 New
SMG
89
Spectrum Management Group
Indiana
$49K -$3.17K -55 -6%
CAL
90
Capital Advisors Ltd
Ohio
$43K
CG
91
Colony Group
Massachusetts
$34K -$29.6K -513 -47%
VNA
92
Valley National Advisers
Pennsylvania
$29K
FANJ
93
Financial Architects (New Jersey)
New Jersey
$28K
Bessemer Group
94
Bessemer Group
New Jersey
$23K
TFA
95
Transamerica Financial Advisors
Florida
$22K +$20.8K +361 New
CCS
96
Crosspoint Capital Strategies
California
$18K +$17.1K +296 New
CFA
97
CT Financial Advisors
Pennsylvania
$17.9K +$58 +1 +0.3%
WTB
98
Washington Trust Bank
Washington
$9K
AA
99
Apriem Advisors
California
$8K +$8.24K +143 New
WCM
100
Wealthcare Capital Management
Virginia
$7K +$6.63K +115 New