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WisdomTree International SmallCap Dividend Fund

144 hedge funds and large institutions have $546M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $476M → $546M (+$69.7M)

7% more funds holding

Funds holding: 134144 (+10)

0.71% more ownership

Funds ownership: 37.17%37.87% (+0.71%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
64
Reduced
31
Closed
8
Calls
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
76
Essex Financial Services
Connecticut
$526K +$31.5K +460 +6%
WAM
77
Wealthspire Advisors (Maryland)
Maryland
$509K +$501K +7,326 New
QCMC
78
Quantum Capital Management (California)
California
$472K -$9.72K -142 -2%
Creative Planning
79
Creative Planning
Kansas
$471K -$87.6K -1,280 -16%
JIC
80
Joel Isaacson & Co
New York
$456K +$547 +8 +0.1%
CAN
81
Cetera Advisor Networks
California
$438K +$2.74K +40 +0.6%
SWM
82
SVA Wealth Management
Wisconsin
$433K
CFA
83
Camarda Financial Advisors
Florida
$402K -$297K -4,347 -43%
JAM
84
Jolley Asset Management
North Carolina
$384K
JMPWA
85
JP Morgan Private Wealth Advisors
California
$375K +$369K +5,390 New
OMC
86
Old Mission Capital
Illinois
$359K -$2.49M -36,403 -88%
NAM
87
NTV Asset Management
West Virginia
$354K
EIA
88
Edgemoor Investment Advisors
Maryland
$350K +$10.3K +150 +3%
DY
89
Dowling & Yahnke
California
$349K -$9.58K -140 -3%
WPA
90
Winning Points Advisors
Florida
$349K +$75.3K +1,100 +28%
AIP
91
Ahrens Investment Partners
Louisiana
$347K +$34.2K +500 +11%
US Bancorp
92
US Bancorp
Minnesota
$325K
Brown Advisory
93
Brown Advisory
Maryland
$324K
DOA
94
D'Orazio & Associates
Virginia
$305K +$54.1K +791 +22%
EWMCB
95
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$275K -$14.8K -216 -5%
BSW
96
Buckingham Strategic Wealth
Missouri
$272K +$268K +3,913 New
CAL
97
Capital Advisors Ltd
Ohio
$255K
GA
98
Geneva Advisors
Illinois
$248K
CA
99
Cetera Advisors
Colorado
$247K +$205 +3 +0.1%
DC
100
Davenport & Co
Virginia
$238K +$234K +3,420 New