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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
EK
176
Evensky & Katz
Florida
$124K -$504K -7,481 -81%
FCM
177
Firestone Capital Management
Florida
$114K +$108K +1,600 New
PA
178
Parallel Advisors
California
$110K
FHA
179
Flagship Harbor Advisors
Massachusetts
$108K
ASN
180
Advisory Services Network
Georgia
$103K -$19.3K -286 -16%
AWMS
181
Advocacy Wealth Management Services
Georgia
$97K
AA
182
AlphaMark Advisors
Kentucky
$87K -$20.2K -300 -20%
BWM
183
BerganKDV Wealth Management
Minnesota
$71K
FGAM
184
Financial Gravity Asset Management
Texas
$71K +$472 +7 +350%
SBL
185
Sargent Bickham Lagudis
Colorado
$70K +$47.2K +700 +247%
LWCFA
186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K
MA
187
MUFG Americas
New York
$64K -$10.1K -150 -14%
BRC
188
Bell Rock Capital
Delaware
$61K -$8.7K -129 -13%
TFS
189
TrustCore Financial Services
Tennessee
$60K
IA
190
IFP Advisors
Florida
$60K +$202 +3 +0.4%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$56K +$52.7K +781 +78,100%
CFGS
192
Concourse Financial Group Securities
Alabama
$53K
Fidelity Investments
193
Fidelity Investments
Massachusetts
$53K +$6.88K +102 +16%
CHA
194
Carmichael Hill & Associates
Maryland
$52K +$49.3K +731 New
GRP
195
Global Retirement Partners
California
$50K +$22.2K +330 +89%
JHCP
196
Jackson Hole Capital Partners
Oklahoma
$47K
CFB
197
Cullen/Frost Bankers
Texas
$46K +$43.9K +651 New
FANJ
198
Financial Architects (New Jersey)
New Jersey
$45K -$2.49K -37 -6%
WC
199
Whitnell & Co
Illinois
$42K
FHA
200
First Horizon Advisors
Tennessee
$40K +$35.5K +526 +1,252%