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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
HS
176
Horan Securities
United States
$2K
DI
177
Disciplined Investments
Oklahoma
$2K +$2.17K +41 New
EK
178
Evensky & Katz
Florida
$1K -$120K -2,266 -99%
BlackRock
179
BlackRock
New York
$1K
SCA
180
Stonebridge Capital Advisors
Minnesota
$1K +$1.27K +24 New
CWC
181
Carolinas Wealth Consulting
North Carolina
$1K +$1.38K +26 New
SL
182
Stevard LLC
Illinois
-$13.5M -218,522 Closed
UA
183
Unison Advisors
District of Columbia
-$1.45M -30,130 Closed
PW
184
Price Wealth
Texas
-$739K -15,380 Closed
BFO
185
Biltmore Family Office
North Carolina
-$452K -9,400 Closed
MFP
186
Meridian Financial Partners
Virginia
-$470K -9,386 Closed
WANY
187
Wealthspire Advisors (New York)
New York
-$417K -8,681 Closed
Marshall Wace
188
Marshall Wace
United Kingdom
-$395K -8,213 Closed
AI
189
Atria Investments
North Carolina
-$368K -7,655 Closed
Renaissance Technologies
190
Renaissance Technologies
New York
-$336K -7,000 Closed
MC
191
Matisse Capital
Oregon
-$321K -6,672 Closed
PV
192
Private Vista
Illinois
-$286K -5,954 Closed
JPG
193
Jordan Park Group
California
-$265K -5,519 Closed
MIC
194
Means Investment Company
Maine
-$255K -5,193 Closed
LNC
195
Lincoln National Corp
Pennsylvania
-$238K -4,958 Closed
CAN
196
Claraphi Advisory Network
United States
-$24K -500 Closed
TAM
197
Townsend Asset Management
North Carolina
-$19K -400 Closed
WAP
198
Wealthcare Advisory Partners
Pennsylvania
-$16K -330 Closed
SBL
199
Sargent Bickham Lagudis
Colorado
-$14K -283 Closed
WQ
200
Wealth Quarterback
New Jersey
-$7.01K -146 Closed