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WisdomTree International SmallCap Dividend Fund

230 hedge funds and large institutions have $568M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 206230 (+24)

11% more capital invested

Capital invested by funds: $513M → $568M (+$55.4M)

0.24% more ownership

Funds ownership: 32.61%32.86% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
78
Reduced
80
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$1.18M +$94.3K +1,399 +9%
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$1.16M -$174K -2,575 -14%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$1.15M +$2.29K +34 +0.2%
BFO
79
Biltmore Family Office
North Carolina
$1.1M -$60.7K -900 -6%
HCM
80
Hengehold Capital Management
Ohio
$1.03M -$31K -460 -3%
CFA
81
Cahill Financial Advisors
Minnesota
$1.03M +$34.9K +518 +4%
BA
82
Bristlecone Advisors
Washington
$928K +$51.2K +759 +6%
WA
83
Wealth Architects
California
$926K +$15.3K +227 +2%
SPIA
84
Steward Partners Investment Advisory
New York
$904K +$857K +12,718 New
CONA
85
Capital One National Association
New York
$900K +$853K +12,651 New
MHS
86
M Holdings Securities
Oregon
$894K
VF
87
Virtu Financial
New York
$864K +$451K +6,690 +123%
AOWM
88
Alpha Omega Wealth Management
Virginia
$813K +$48K +712 +7%
FHC
89
First Heartland Consultants
Missouri
$809K -$8.29K -123 -1%
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$796K +$2.09K +31 +0.3%
CCM
91
Condor Capital Management
New Jersey
$783K -$31.9K -473 -4%
Invesco
92
Invesco
Georgia
$774K -$9.71K -144 -1%
LWPC
93
Legacy Wealth Partners (California)
California
$774K +$754K +11,186 New
AWM
94
AllSquare Wealth Management
New York
$764K +$40.5K +600 +6%
AI
95
Atria Investments
North Carolina
$739K +$90.3K +1,340 +15%
HR
96
Howe & Rusling
New York
$715K -$10.7K -159 -2%
SFM
97
Signet Financial Management
New Jersey
$713K +$49.2K +730 +8%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$711K +$20.4K +303 +3%
CA
99
Continuum Advisory
Idaho
$692K +$35K +519 +6%
TWA
100
TCI Wealth Advisors
Arizona
$691K -$30.3K -450 -4%