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WisdomTree International SmallCap Dividend Fund

173 hedge funds and large institutions have $484M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more capital invested

Capital invested by funds: $479M → $484M (+$5.39M)

0.16% less ownership

Funds ownership: 37.72%37.56% (-0.16%)

4% less funds holding

Funds holding: 181173 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 72

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
14
Increased
50
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modera Wealth Management
New Jersey
$333K +$16.1K +273 +5%
BOS
102
Bingham Osborn & Scarborough
California
$332K
VFA
103
Voya Financial Advisors
Connecticut
$304K +$11.1K +188 +4%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$297K -$177 -3 -0.1%
FAAM
105
First Ascent Asset Management
Colorado
$293K -$362K -6,148 -56%
GW
106
GW & Wade
Massachusetts
$274K +$177 +3 +0.1%
DY
107
Dowling & Yahnke
California
$269K -$11.8K -200 -4%
RA
108
RFG Advisory
Alabama
$264K +$9.24K +157 +4%
FT
109
Fiduciary Trust
Massachusetts
$261K -$122K -2,073 -32%
Northern Trust
110
Northern Trust
Illinois
$257K +$36.9K +627 +17%
HighTower Advisors
111
HighTower Advisors
Illinois
$249K -$46.1K -783 -16%
MIAS
112
Mason Investment Advisory Services
Virginia
$249K +$1.35K +23 +0.6%
US Bancorp
113
US Bancorp
Minnesota
$247K -$24K -407 -9%
EVM
114
Eaton Vance Management
Massachusetts
$241K
CA
115
Calton & Associates
Florida
$241K +$1.41K +24 +0.6%
SWM
116
Selective Wealth Management
Virginia
$237K +$1K +17 +0.4%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$4.88K +83 +2%
KWM
118
Kingsview Wealth Management
Oregon
$229K -$85.2K -1,448 -27%
PTP
119
Platform Technology Partners
New York
$229K
AIP
120
Almanack Investment Partners
Pennsylvania
$223K +$208K +3,538 New
PA
121
Paracle Advisors
Washington
$218K -$41.2K -700 -16%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$215K -$16.2K -275 -7%
CA
123
Cetera Advisors
Colorado
$214K +$211K +3,578 New
RJT
124
Raymond James Trust
Florida
$206K +$202K +3,440 New
APA
125
American Portfolios Advisors
New York
$203K -$46.4K -789 -19%