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WisdomTree International SmallCap Dividend Fund

181 hedge funds and large institutions have $479M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $429M → $479M (+$49.5M)

0.85% more ownership

Funds ownership: 36.87%37.72% (+0.85%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 184181 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

48% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 83

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
43
Reduced
83
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
76
Howe & Rusling
New York
$642K +$28.2K +534 +5%
SFM
77
Signet Financial Management
New Jersey
$617K +$52.2K +987 +10%
FAAM
78
First Ascent Asset Management
Colorado
$614K +$583K +11,032 New
IWP
79
IAG Wealth Partners
Wisconsin
$601K +$5.82K +110 +1%
MML Investors Services
80
MML Investors Services
Massachusetts
$584K +$8.46K +160 +2%
Invesco
81
Invesco
Georgia
$573K -$27.7K -523 -5%
CA
82
Continuum Advisory
Idaho
$572K +$149K +2,812 +38%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$555K -$322K -6,084 -38%
Citigroup
84
Citigroup
New York
$533K +$31.9K +603 +7%
DOA
85
D'Orazio & Associates
Virginia
$513K
FIM
86
Freedom Investment Management
Connecticut
$507K +$41.5K +784 +9%
RFN
87
RDA Financial Network
Iowa
$498K +$13K +245 +3%
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$484K +$635 +12 +0.1%
AWM
89
AllSquare Wealth Management
New York
$482K -$110K -2,082 -19%
CFA
90
Cahill Financial Advisors
Minnesota
$472K -$304K -5,745 -40%
S
91
SimplyRich
California
$469K
ASN
92
Advisory Services Network
Georgia
$461K +$154K +2,903 +54%
PAG
93
Private Advisor Group
New Jersey
$447K -$225K -4,254 -35%
RWMH
94
Riverpoint Wealth Management Holdings
Illinois
$390K -$3.65K -69 -1%
SAM
95
SignalPoint Asset Management
Missouri
$375K -$2.06K -39 -0.6%
VF
96
Virtu Financial
New York
$368K +$350K +6,609 New
FT
97
Fiduciary Trust
Massachusetts
$358K -$126K -2,387 -27%
CAC
98
Certified Advisory Corp
Florida
$357K +$337K +6,381 +20,584%
UBV
99
United Bank (Virginia)
Virginia
$346K -$3.12K -59 -0.9%
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
$345K