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WisdomTree International SmallCap Dividend Fund

116 hedge funds and large institutions have $428M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

8% more capital invested

Capital invested by funds: $396M → $428M (+$31.9M)

3% more funds holding

Funds holding: 113116 (+3)

0.09% less ownership

Funds ownership: 37.42%37.33% (-0.09%)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
3.1%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
6
Increased
45
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Joel Isaacson & Co
New York
$397K -$2.97K -50 -0.8%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$396K +$26K +438 +7%
EIA
78
Edgemoor Investment Advisors
Maryland
$378K
DY
79
Dowling & Yahnke
California
$342K
LYV
80
Live Your Vision
Pennsylvania
$313K +$8.27K +139 +3%
NAM
81
NTV Asset Management
West Virginia
$312K
US Bancorp
82
US Bancorp
Minnesota
$288K -$44K -740 -14%
Brown Advisory
83
Brown Advisory
Maryland
$286K +$277K +4,654 New
YMRC
84
Yorktown Management & Research Company
Virginia
$276K
SC
85
SouthState Corp
Florida
$261K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$248K -$53.5K -899 -18%
CA
87
Cetera Advisors
Colorado
$232K +$59 +1 +0%
JAM
88
Jolley Asset Management
North Carolina
$228K
DOA
89
D'Orazio & Associates
Virginia
$220K
FI
90
FormulaFolio Investments
Michigan
$212K +$205K +3,455 New
RCG
91
Ruggie Capital Group
Florida
$199K -$146K -2,455 -43%
KA
92
Klingman & Associates
New York
$123K
CAL
93
Capital Advisors Ltd
Ohio
$96K +$50.5K +850 +118%
Citigroup
94
Citigroup
New York
$84K -$108K -1,815 -57%
AWMS
95
Advocacy Wealth Management Services
Georgia
$84K
IA
96
IFP Advisors
Florida
$83K +$34.8K +586 +76%
GAM
97
Gemmer Asset Management
California
$80K
CPIG
98
Chicago Partners Investment Group
Illinois
$55K
SSB
99
Sandy Spring Bank
Maryland
$55K
CWM
100
Concert Wealth Management
California
$54K +$52.8K +888 New