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WisdomTree International SmallCap Dividend Fund

130 hedge funds and large institutions have $425M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

12% more funds holding

Funds holding: 116130 (+14)

0.35% less ownership

Funds ownership: 37.33%36.98% (-0.35%)

1% less capital invested

Capital invested by funds: $428M → $425M (-$3.52M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
19
Increased
55
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bristlecone Advisors
Washington
$476K -$101K -1,685 -18%
QCMC
77
Quantum Capital Management (California)
California
$476K -$1.02K -17 -0.2%
GW
78
GW & Wade
Massachusetts
$465K +$465K +7,741 New
BWP
79
BSW Wealth Partners
Colorado
$434K +$407K +6,789 +1,536%
EFS
80
Essex Financial Services
Connecticut
$427K +$6K +100 +1%
LYV
81
Live Your Vision
Pennsylvania
$402K +$95.5K +1,591 +31%
JIC
82
Joel Isaacson & Co
New York
$390K +$2.22K +37 +0.6%
JP Morgan Chase
83
JP Morgan Chase
New York
$388K -$288K -4,797 -43%
SWM
84
SVA Wealth Management
Wisconsin
$373K -$49.6K -826 -12%
CAN
85
Cetera Advisor Networks
California
$363K -$290K -4,833 -44%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$339K +$339K +5,646 New
DY
87
Dowling & Yahnke
California
$322K -$12K -200 -4%
NAM
88
NTV Asset Management
West Virginia
$306K
EIA
89
Edgemoor Investment Advisors
Maryland
$305K -$69K -1,150 -18%
JAM
90
Jolley Asset Management
North Carolina
$303K +$79.8K +1,330 +36%
US Bancorp
91
US Bancorp
Minnesota
$298K +$16.9K +281 +6%
Verition Fund Management
92
Verition Fund Management
Connecticut
$281K +$281K +4,680 New
Brown Advisory
93
Brown Advisory
Maryland
$280K
YMRC
94
Yorktown Management & Research Company
Virginia
$270K
AIP
95
Ahrens Investment Partners
Louisiana
$269K +$269K +4,490 New
FI
96
FormulaFolio Investments
Michigan
$246K +$38.3K +638 +18%
CA
97
Cetera Advisors
Colorado
$224K -$3.48K -58 -2%
CAL
98
Capital Advisors Ltd
Ohio
$220K +$125K +2,091 +133%
DOA
99
D'Orazio & Associates
Virginia
$216K
RCG
100
Ruggie Capital Group
Florida
$201K