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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $513M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 202206 (+4)

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

3.29% less ownership

Funds ownership: 35.9%32.61% (-3.3%)

13% less capital invested

Capital invested by funds: $587M → $513M (-$74.1M)

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
4.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
20
Increased
71
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Cahill Financial Advisors
Minnesota
$884K -$6.51K -103 -0.7%
COI
77
Capital One Investing
Virginia
$851K +$847K +13,411 New
DC
78
Davenport & Co
Virginia
$849K -$44.9K -710 -5%
WA
79
Wealth Architects
California
$813K
LWAC
80
Laurel Wealth Advisors (California)
California
$809K +$805K +12,738 New
MHS
81
M Holdings Securities
Oregon
$798K +$11.8K +187 +2%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$784K -$1.23M -19,485 -61%
BA
83
Bristlecone Advisors
Washington
$780K -$9.6K -152 -1%
CCM
84
Condor Capital Management
New Jersey
$730K -$4.87K -77 -0.7%
FHC
85
First Heartland Consultants
Missouri
$730K +$115K +1,815 +19%
AOWM
86
Alpha Omega Wealth Management
Virginia
$726K +$533K +8,428 +369%
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$709K -$92.1K -1,458 -12%
Invesco
88
Invesco
Georgia
$701K +$3.79K +60 +0.5%
MIC
89
Means Investment Company
Maine
$698K -$41K -649 -6%
UBV
90
United Bank (Virginia)
Virginia
$656K +$43.9K +695 +7%
HR
91
Howe & Rusling
New York
$648K +$72.8K +1,153 +13%
TWA
92
TCI Wealth Advisors
Arizona
$646K
AWM
93
AllSquare Wealth Management
New York
$645K -$9.48K -150 -1%
SFM
94
Signet Financial Management
New Jersey
$632K +$13K +206 +2%
MAS
95
Managed Account Services
Florida
$623K -$59.9K -948 -9%
Creative Planning
96
Creative Planning
Kansas
$617K +$143K +2,260 +30%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$611K +$63 +1 +0%
EK
98
Evensky & Katz
Florida
$586K +$20.7K +327 +4%
DOA
99
D'Orazio & Associates
Virginia
$585K
CA
100
Continuum Advisory
Idaho
$583K +$9.04K +143 +2%