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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
S
101
SimplyRich
California
$577K -$3.79K -60 -0.7%
AI
102
Atria Investments
North Carolina
$575K -$434K -6,870 -43%
TL
103
TrueWealth LLC
Georgia
$555K -$15.9K -251 -3%
PV
104
Private Vista
Illinois
$553K -$242K -3,827 -31%
RFN
105
RDA Financial Network
Iowa
$533K -$9.73K -154 -2%
Citigroup
106
Citigroup
New York
$511K +$19.2K +304 +4%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$485K +$151K +2,392 +46%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$477K -$16K -254 -3%
RWMH
109
Riverpoint Wealth Management Holdings
Illinois
$435K +$19.1K +302 +5%
Brown Advisory
110
Brown Advisory
Maryland
$431K
LNC
111
Lincoln National Corp
Pennsylvania
$430K -$52.2K -826 -11%
APA
112
American Portfolios Advisors
New York
$429K +$4.42K +70 +1%
CS
113
Comerica Securities
Michigan
$429K
MC
114
Matisse Capital
Oregon
$418K +$9.79K +155 +2%
WPA
115
Winning Points Advisors
Florida
$413K +$19K +300 +5%
PA
116
Pinnacle Associates
New York
$408K
SAM
117
SignalPoint Asset Management
Missouri
$401K -$1.52K -24 -0.4%
JIC
118
Joel Isaacson & Co
New York
$393K -$22.1K -350 -5%
PWMAG
119
Pinnacle Wealth Management Advisory Group
New Jersey
$392K
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$384K -$27.4K -433 -7%
BOS
121
Bingham Osborn & Scarborough
California
$382K +$30.8K +487 +9%
QCMC
122
Quantum Capital Management (California)
California
$380K
BSW
123
Buckingham Strategic Wealth
Missouri
$378K -$951K -15,046 -72%
I
124
IberiaBank
Louisiana
$378K
US Bancorp
125
US Bancorp
Minnesota
$354K +$54.1K +856 +18%