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WisdomTree International SmallCap Dividend Fund

203 hedge funds and large institutions have $715M invested in WisdomTree International SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

3% more funds holding

Funds holding: 197203 (+6)

0.29% more ownership

Funds ownership: 38.52%38.82% (+0.29%)

0% less capital invested

Capital invested by funds: $719M → $715M (-$3.49M)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $112K

Holders
203
Holders Change
+6
Holders Change %
+3.05%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
22
Increased
66
Reduced
69
Closed
15
Calls
Puts
$112K
Net Calls
-$112K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$912K
NCMW
77
Northern Capital Management (Wisconsin)
Wisconsin
$888K -$591K -8,280 -40%
BAAM
78
Baker Avenue Asset Management
California
$887K
TWA
79
TCI Wealth Advisors
Arizona
$869K
EWM
80
Empirical Wealth Management
Washington
$866K +$48.1K +673 +6%
Invesco
81
Invesco
Georgia
$832K -$19.6K -274 -2%
CP
82
Camelot Portfolios
Ohio
$817K -$134K -1,870 -14%
CCM
83
Condor Capital Management
New Jersey
$786K -$15.9K -223 -2%
AWM
84
AllSquare Wealth Management
New York
$668K -$8.64K -121 -0.6%
TL
85
TrueWealth LLC
Georgia
$632K +$1.29K +18 +0.2%
BA
86
Bristlecone Advisors
Washington
$610K +$612K +8,568 New
Brown Advisory
87
Brown Advisory
Maryland
$600K
SIC
88
Shoker Investment Counsel
Ohio
$596K -$22.8K -319 -4%
SAM
89
SignalPoint Asset Management
Missouri
$584K +$40.1K +561 +7%
LNC
90
Lincoln National Corp
Pennsylvania
$580K -$280K -3,915 -32%
CS
91
Comerica Securities
Michigan
$534K +$45K +630 +9%
DOA
92
D'Orazio & Associates
Virginia
$513K
Renaissance Technologies
93
Renaissance Technologies
New York
$512K -$78.9K -1,104 -13%
BSW
94
Buckingham Strategic Wealth
Missouri
$510K +$297K +4,160 +138%
DC
95
Davenport & Co
Virginia
$500K +$20.4K +286 +4%
Creative Planning
96
Creative Planning
Kansas
$487K +$147K +2,058 +43%
SB
97
Suntrust Banks
Georgia
$461K +$463K +6,479 New
CA
98
Continuum Advisory
Idaho
$441K +$57.9K +810 +15%
JIC
99
Joel Isaacson & Co
New York
$440K -$35.7K -500 -7%
QCMC
100
Quantum Capital Management (California)
California
$439K