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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
JIC
126
Joel Isaacson & Co
New York
$436K -$3.37K -50 -0.8%
QCMC
127
Quantum Capital Management (California)
California
$424K -$1.15K -17 -0.3%
I
128
IberiaBank
Louisiana
$423K
MIC
129
Means Investment Company
Maine
$401K -$316K -4,693 -45%
JPG
130
Jordan Park Group
California
$392K +$372K +5,519 New
FTUS
131
Flow Traders U.S.
New York
$390K -$1.28M -18,970 -78%
CP
132
Camelot Portfolios
Ohio
$389K +$5.26K +78 +1%
US Bancorp
133
US Bancorp
Minnesota
$381K -$15.2K -226 -4%
FLI
134
Family Legacy Inc
South Carolina
$360K +$9.57K +142 +3%
EVM
135
Eaton Vance Management
Massachusetts
$358K +$19K +282 +6%
CST
136
Charles Schwab Trust
Nevada
$337K
Northern Trust
137
Northern Trust
Illinois
$329K +$58.7K +870 +23%
CA
138
Calton & Associates
Florida
$314K +$47.5K +705 +19%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$113K -1,683 -28%
DY
140
Dowling & Yahnke
California
$304K
LFAS
141
Level Four Advisory Services
Texas
$291K +$275K +4,083 New
WWM
142
Western Wealth Management
Colorado
$287K -$16.1K -239 -6%
CAL
143
Capital Advisors Ltd
Ohio
$284K
BWM
144
BCS Wealth Management
Tennessee
$283K +$268K +3,975 New
SWM
145
Selective Wealth Management
Virginia
$278K -$8.56K -127 -3%
PAMG
146
Patton Albertson Miller Group
Tennessee
$278K +$1.08K +16 +0.4%
Truist Financial
147
Truist Financial
North Carolina
$275K +$261K +3,864 New
LA
148
LexAurum Advisors
Kansas
$274K -$7.55K -112 -3%
TFS
149
Thoroughbred Financial Services
Tennessee
$273K +$30.3K +450 +13%
PCIA
150
Prime Capital Investment Advisors
Kansas
$255K