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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
TL
101
TrueWealth LLC
Georgia
$343K -$1.11K -21 -0.3%
JIC
102
Joel Isaacson & Co
New York
$341K
I
103
IberiaBank
Louisiana
$331K
FLI
104
Family Legacy Inc
South Carolina
$330K +$21.6K +408 +7%
TWA
105
TCI Wealth Advisors
Arizona
$317K -$34.2K -647 -10%
BOS
106
Bingham Osborn & Scarborough
California
$308K
QCMC
107
Quantum Capital Management (California)
California
$304K -$4.23K -80 -1%
MWM
108
Modera Wealth Management
New Jersey
$294K -$235K -4,453 -46%
KWM
109
Kingsview Wealth Management
Oregon
$293K -$215K -4,057 -43%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$276K -$206K -3,890 -44%
HighTower Advisors
111
HighTower Advisors
Illinois
$275K -$10.3K -195 -4%
VFA
112
Voya Financial Advisors
Connecticut
$272K +$258K +4,887 New
DY
113
Dowling & Yahnke
California
$261K -$1.06K -20 -0.4%
GW
114
GW & Wade
Massachusetts
$254K -$251K -4,744 -51%
US Bancorp
115
US Bancorp
Minnesota
$252K +$7.62K +144 +3%
MAS
116
Managed Account Services
Florida
$244K +$224K +4,233 New
PA
117
Paracle Advisors
Washington
$241K +$230K +4,346 New
RA
118
RFG Advisory
Alabama
$236K +$225K +4,247 New
APA
119
American Portfolios Advisors
New York
$232K -$105K -1,985 -32%
MIAS
120
Mason Investment Advisory Services
Virginia
$230K +$218K +4,127 New
EVM
121
Eaton Vance Management
Massachusetts
$223K -$99.1K -1,874 -32%
CA
122
Calton & Associates
Florida
$223K -$38.1K -720 -15%
SWM
123
Selective Wealth Management
Virginia
$219K +$529 +10 +0.3%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$215K -$555K -10,485 -73%
LA
125
LexAurum Advisors
Kansas
$213K -$27.1K -512 -12%