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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$657K -$209K -3,104 -25%
DOA
102
D'Orazio & Associates
Virginia
$655K
S
103
SimplyRich
California
$645K -$876 -13 -0.1%
UBV
104
United Bank (Virginia)
Virginia
$625K -$103K -1,525 -15%
TL
105
TrueWealth LLC
Georgia
$623K +$2.02K +30 +0.3%
PV
106
Private Vista
Illinois
$618K
Creative Planning
107
Creative Planning
Kansas
$614K -$72.9K -1,081 -11%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$607K +$266K +3,946 +86%
MAS
109
Managed Account Services
Florida
$589K -$90.6K -1,344 -14%
LWAC
110
Laurel Wealth Advisors (California)
California
$587K -$303K -4,487 -35%
Citigroup
111
Citigroup
New York
$575K +$2.63K +39 +0.5%
JMPWA
112
JP Morgan Private Wealth Advisors
California
$573K +$28.3K +420 +6%
RFN
113
RDA Financial Network
Iowa
$558K +$18.5K +275 +4%
BSW
114
Buckingham Strategic Wealth
Missouri
$513K +$85.3K +1,265 +21%
RWMH
115
Riverpoint Wealth Management Holdings
Illinois
$493K +$6.13K +91 +1%
WPA
116
Winning Points Advisors
Florida
$485K +$20.2K +300 +5%
Brown Advisory
117
Brown Advisory
Maryland
$483K
LNC
118
Lincoln National Corp
Pennsylvania
$482K +$67 +1 +0%
MC
119
Matisse Capital
Oregon
$472K +$3.91K +58 +0.9%
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$465K -$63.2K -938 -12%
PA
121
Pinnacle Associates
New York
$456K
BOS
122
Bingham Osborn & Scarborough
California
$452K +$22.6K +335 +6%
APA
123
American Portfolios Advisors
New York
$442K -$36.1K -535 -8%
PWMAG
124
Pinnacle Wealth Management Advisory Group
New Jersey
$439K
SAM
125
SignalPoint Asset Management
Missouri
$438K -$10.1K -150 -2%