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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
Goldman Sachs
151
Goldman Sachs
New York
$253K -$1.56M -23,145 -87%
RJT
152
Raymond James Trust
Florida
$252K
Millennium Management
153
Millennium Management
New York
$250K +$237K +3,521 New
AFAS
154
Acorn Financial Advisory Services
Virginia
$245K +$232K +3,448 New
ARMC
155
American Research & Management Company
Massachusetts
$244K -$10.1K -150 -4%
MIAS
156
Mason Investment Advisory Services
Virginia
$241K +$2.02K +30 +0.9%
NAM
157
NTV Asset Management
West Virginia
$228K
RA
158
RFG Advisory
Alabama
$228K +$217K +3,213 New
TSS
159
Two Sigma Securities
New York
$227K -$3.51K -52 -2%
AIP
160
Ahrens Investment Partners
Louisiana
$224K
ACM
161
Ategra Capital Management
Virginia
$222K -$63.8K -947 -23%
CG
162
Colony Group
Massachusetts
$220K -$56.4K -837 -21%
FCI
163
Financial Counselors Inc
Kansas
$214K +$203K +3,006 New
CPIG
164
Chicago Partners Investment Group
Illinois
$213K +$203K +3,004 New
EWMCB
165
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$212K +$201K +2,986 New
PCS
166
Personal CFO Solutions
New Jersey
$207K +$196K +2,910 New
NAS
167
Nicolet Advisory Services
Wisconsin
$206K -$35.2K -522 -15%
CCA
168
Clearwater Capital Advisors
Illinois
$201K -$43.5K -645 -19%
AWA
169
Arete Wealth Advisors
Illinois
$200K +$190K +2,813 New
FCA
170
FinTrust Capital Advisors
South Carolina
$190K
CT
171
Caldwell Trust
Florida
$188K +$178K +2,642 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$171K +$26K +385 +19%
IBOK
173
Independence Bank of Kentucky
Kentucky
$135K
William Blair & Company
174
William Blair & Company
Illinois
$134K
ADL
175
Asset Dedication LLC
California
$126K