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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
LWS
126
Lucia Wealth Services
California
$186K +$182K +3,100 New
GWS
127
Glassman Wealth Services
Virginia
$137K +$134K +2,279 New
CT
128
Caldwell Trust
Florida
$122K
IBOK
129
Independence Bank of Kentucky
Kentucky
$114K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$102K +$6.83K +116 +7%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$88K -$1.65K -28 -2%
PA
132
Parallel Advisors
California
$83K
AWMS
133
Advocacy Wealth Management Services
Georgia
$82K
ADL
134
Asset Dedication LLC
California
$73K
FCM
135
Firestone Capital Management
Florida
$63K
CFGS
136
Concourse Financial Group Securities
Alabama
$61K -$5.36K -91 -8%
ARMC
137
American Research & Management Company
Massachusetts
$60K
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
William Blair & Company
139
William Blair & Company
Illinois
$54K
AA
140
AlphaMark Advisors
Kentucky
$45K -$7.36K -125 -14%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$37K
ABC
142
Associated Banc-Corp
Wisconsin
$35K
CAL
143
Capital Advisors Ltd
Ohio
$33K
PCIA
144
Prime Capital Investment Advisors
Kansas
$33K +$177 +3 +0.6%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$31K -$101K -1,722 -77%
CHA
146
Carmichael Hill & Associates
Maryland
$30K +$118 +2 +0.4%
NNP
147
Nachman Norwood & Parrott
South Carolina
$27K +$26.5K +450 New
FHA
148
Flagship Harbor Advisors
Massachusetts
$24K -$2.53K -43 -10%
Bessemer Group
149
Bessemer Group
New Jersey
$24K
RFA
150
Reilly Financial Advisors
California
$24K +$23.9K +406 New