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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
PCIA
151
Prime Capital Investment Advisors
Kansas
$30K +$28.7K +542 New
CHA
152
Carmichael Hill & Associates
Maryland
$28K -$12.1K -229 -31%
FANJ
153
Financial Architects (New Jersey)
New Jersey
$26K
FHA
154
Flagship Harbor Advisors
Massachusetts
$24K
Bessemer Group
155
Bessemer Group
New Jersey
$22K
GWM
156
Geneos Wealth Management
Colorado
$18K
SFS
157
Sowell Financial Services
Arkansas
$17K
IFAM
158
Institutional & Family Asset Management
Colorado
$16K
VFA
159
Valeo Financial Advisors
Indiana
$14K +$13.7K +259 New
CFA
160
Carroll Financial Associates
North Carolina
$14K +$13.8K +261 New
CAL
161
Capital Analysts LLC
Pennsylvania
$13K -$1.46M -27,628 -99%
PGAM
162
Princeton Global Asset Management
New Jersey
$12K -$78K -1,475 -87%
BWA
163
Burt Wealth Advisors
Maryland
$12K
HIA
164
Harbor Investment Advisory
Maryland
$10K
LWA
165
Lowe Wealth Advisors
Maryland
$9K
IA
166
IFP Advisors
Florida
$7K -$37.7K -713 -85%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$7K
HWA
168
Heritage Wealth Advisors
Virginia
$6.76K +$106 +2 +2%
JP Morgan Chase
169
JP Morgan Chase
New York
$6K -$47.6K -900 -89%
PFO
170
Pathstone Family Office
New Jersey
$6K
CFN
171
Cordasco Financial Network
Florida
$4K -$899 -17 -20%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$4K
JWBC
173
John W. Brooker & Co
California
$4K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$3K -$26.2K -496 -89%
FHA
175
First Horizon Advisors
Tennessee
$2K