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WisdomTree International SmallCap Dividend Fund

134 hedge funds and large institutions have $476M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $425M → $476M (+$51.4M)

3% more funds holding

Funds holding: 130134 (+4)

0.19% more ownership

Funds ownership: 36.98%37.17% (+0.19%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
17
Increased
51
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bristlecone Advisors
Washington
$503K -$15.9K -250 -3%
EFS
77
Essex Financial Services
Connecticut
$465K
SIC
78
Shoker Investment Counsel
Ohio
$457K -$119K -1,872 -21%
QCMC
79
Quantum Capital Management (California)
California
$454K -$63.6K -999 -13%
JIC
80
Joel Isaacson & Co
New York
$429K +$3.06K +48 +0.7%
CAN
81
Cetera Advisor Networks
California
$409K +$14K +220 +4%
SWM
82
SVA Wealth Management
Wisconsin
$407K
JAM
83
Jolley Asset Management
North Carolina
$361K +$30.6K +480 +10%
DY
84
Dowling & Yahnke
California
$337K -$13.4K -210 -4%
EIA
85
Edgemoor Investment Advisors
Maryland
$333K
NAM
86
NTV Asset Management
West Virginia
$333K
VKH
87
Virtu KCG Holdings
New York
$325K +$316K +4,963 New
US Bancorp
88
US Bancorp
Minnesota
$306K -$18.2K -286 -6%
Brown Advisory
89
Brown Advisory
Maryland
$305K
AIP
90
Ahrens Investment Partners
Louisiana
$294K
EWMCB
91
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$273K -$5.19M -81,486 -95%
WPA
92
Winning Points Advisors
Florida
$259K +$252K +3,950 New
CCA
93
Clearwater Capital Advisors
Illinois
$243K +$237K +3,720 New
CAL
94
Capital Advisors Ltd
Ohio
$240K
CA
95
Cetera Advisors
Colorado
$235K -$9.55K -150 -4%
DOA
96
D'Orazio & Associates
Virginia
$235K
GA
97
Geneva Advisors
Illinois
$233K +$227K +3,560 New
RCG
98
Ruggie Capital Group
Florida
$212K
FLI
99
Family Legacy Inc
South Carolina
$212K +$206K +3,239 New
EVM
100
Eaton Vance Management
Massachusetts
$203K +$197K +3,100 New