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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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$21K +$17.4K +295 +500%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$18K -$74.8K -1,271 -81%
IFAM
153
Institutional & Family Asset Management
Colorado
$17K
GWM
154
Geneos Wealth Management
Colorado
$15K -$3.53K -60 -18%
CAL
155
Capital Analysts LLC
Pennsylvania
$14K
BWA
156
Burt Wealth Advisors
Maryland
$13K
PGAM
157
Princeton Global Asset Management
New Jersey
$13K +$59 +1 +0.4%
SFS
158
Sowell Financial Services
Arkansas
$12K -$6.53K -111 -36%
LWA
159
Lowe Wealth Advisors
Maryland
$10K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$8K
IA
161
IFP Advisors
Florida
$8K
HWA
162
Heritage Wealth Advisors
Virginia
$7.32K
PFO
163
Pathstone Family Office
New Jersey
$6K
FFA
164
Founders Financial Alliance
North Carolina
$6K +$5.53K +94 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$4K
CFN
166
Cordasco Financial Network
Florida
$4K
JWBC
167
John W. Brooker & Co
California
$4K
CWC
168
Carolinas Wealth Consulting
North Carolina
$2K
DI
169
Disciplined Investments
Oklahoma
$2K
FHA
170
First Horizon Advisors
Tennessee
$2K
HS
171
Horan Securities
United States
$2K
BlackRock
172
BlackRock
New York
$1K
FCA
173
FinTrust Capital Advisors
South Carolina
$144
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
-$2.58M -46,338 Closed
SMG
175
Smart Money Group
Texas
-$1.53M -27,495 Closed