We are live on ! Find out more
DLS icon

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
PTP
126
Platform Technology Partners
New York
$213K +$202K +3,824 New
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$211K -$29.7K -561 -13%
Northern Trust
128
Northern Trust
Illinois
$204K +$194K +3,670 New
FCA
129
FinTrust Capital Advisors
South Carolina
$134K
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$125K -$351K -6,637 -75%
CT
131
Caldwell Trust
Florida
$114K -$31.7K -600 -23%
IBOK
132
Independence Bank of Kentucky
Kentucky
$105K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$89K +$80.8K +1,528 +2,425%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$88K -$415K -7,844 -83%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$83K -$6.88K -130 -8%
PA
136
Parallel Advisors
California
$77K
AWMS
137
Advocacy Wealth Management Services
Georgia
$76K
ADL
138
Asset Dedication LLC
California
$69K
CFGS
139
Concourse Financial Group Securities
Alabama
$61K
FCM
140
Firestone Capital Management
Florida
$58K -$46.5K -880 -46%
ARMC
141
American Research & Management Company
Massachusetts
$56K -$70.4K -1,331 -57%
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K
William Blair & Company
143
William Blair & Company
Illinois
$50K -$52.1K -985 -52%
AA
144
AlphaMark Advisors
Kentucky
$49K -$18.5K -350 -29%
TFS
145
TrustCore Financial Services
Tennessee
$47K
OPS
146
Orion Portfolio Solutions
Nebraska
$38K +$36.2K +684 New
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$34K -$66.4K -1,255 -67%
ABC
148
Associated Banc-Corp
Wisconsin
$33K
GRP
149
Global Retirement Partners
California
$33K
CAL
150
Capital Advisors Ltd
Ohio
$31K