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WisdomTree International SmallCap Dividend Fund

122 hedge funds and large institutions have $415M invested in WisdomTree International SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

10% more capital invested

Capital invested by funds: $376M → $415M (+$38.6M)

3% more funds holding

Funds holding: 118122 (+4)

1.61% more ownership

Funds ownership: 37.19%38.81% (+1.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
14
Increased
45
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Joel Isaacson & Co
New York
$372K +$1.97K +34 +0.5%
NAM
77
NTV Asset Management
West Virginia
$366K -$5.79K -100 -2%
EIA
78
Edgemoor Investment Advisors
Maryland
$362K
EWM
79
Empirical Wealth Management
Washington
$357K +$753 +13 +0.2%
IA
80
IndexIQ Advisors
New York
$354K -$1.3M -22,388 -79%
DY
81
Dowling & Yahnke
California
$341K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$329K +$10.3K +178 +3%
QCMC
83
Quantum Capital Management (California)
California
$322K -$124K -2,135 -28%
OMC
84
Old Mission Capital
Illinois
$319K +$318K +5,485 New
LYV
85
Live Your Vision
Pennsylvania
$309K -$22.6K -391 -7%
US Bancorp
86
US Bancorp
Minnesota
$278K +$11.2K +193 +4%
YMRC
87
Yorktown Management & Research Company
Virginia
$261K
WS
88
Wedbush Securities
California
$257K +$12.3K +212 +5%
BWP
89
BSW Wealth Partners
Colorado
$250K -$207K -3,578 -45%
SC
90
SouthState Corp
Florida
$247K
GWM
91
Gupta Wealth Management
California
$244K -$8.73M -150,768 -97%
OIA
92
Optimum Investment Advisors
Illinois
$221K
JAM
93
Jolley Asset Management
North Carolina
$216K
DOA
94
D'Orazio & Associates
Virginia
$209K
LPT
95
Legacy Private Trust
Wisconsin
$202K -$38.5K -664 -16%
ADL
96
Asset Dedication LLC
California
$123K +$123K +2,118 New
Creative Planning
97
Creative Planning
Kansas
$120K +$28.7K +495 +32%
AA
98
Apriem Advisors
California
$116K
KA
99
Klingman & Associates
New York
$116K
GAM
100
Gemmer Asset Management
California
$76K