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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $513M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 202206 (+4)

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

3.29% less ownership

Funds ownership: 35.9%32.61% (-3.3%)

13% less capital invested

Capital invested by funds: $587M → $513M (-$74.1M)

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
4.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
20
Increased
71
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
176
Jackson Hole Capital Partners
Oklahoma
$42K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$40K -$16.1K -255 -29%
WC
178
Whitnell & Co
Illinois
$37K
SFS
179
Sowell Financial Services
Arkansas
$32K +$32.2K +509 New
Bessemer Group
180
Bessemer Group
New Jersey
$28K +$3.16K +50 +13%
GRP
181
Global Retirement Partners
California
$24K -$6.95K -110 -23%
SIAS
182
Shine Investment Advisory Services
Colorado
$21K +$20.5K +325 New
BWA
183
Burt Wealth Advisors
Maryland
$18K
IFAM
184
Institutional & Family Asset Management
Colorado
$18K
SBL
185
Sargent Bickham Lagudis
Colorado
$18K
GWM
186
Geneos Wealth Management
Colorado
$17K
JP Morgan Chase
187
JP Morgan Chase
New York
$12K -$948 -15 -7%
CAC
188
Certified Advisory Corp
Florida
$11K
LWA
189
Lowe Wealth Advisors
Maryland
$11K
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$11K +$63 +1 +0.6%
GSWM
191
Golden State Wealth Management
California
$10K
WEC
192
Winslow Evans & Crocker
Massachusetts
$10K
WP
193
WealthShield Partners
North Carolina
$10K +$9.86K +156 New
HWA
194
Heritage Wealth Advisors
Virginia
$7K -$46.6K -737 -86%
CFN
195
Cordasco Financial Network
Florida
$5K
SCA
196
Stonebridge Capital Advisors
Minnesota
$5K
GEA
197
Glen Eagle Advisors
New Jersey
$4.45K +$4.42K +70 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$4K
WT
199
Whittier Trust
California
$4K
NFG
200
Next Financial Group
Texas
$3K -$2.91K -46 -47%