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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
CAAS
201
Capital Asset Advisory Services
Michigan
$40K +$38.8K +575 New
Bessemer Group
202
Bessemer Group
New Jersey
$28K -$3.37K -50 -11%
TAM
203
Townsend Asset Management
North Carolina
$28K +$27K +400 New
JFA
204
JNBA Financial Advisors
Minnesota
$25K +$24K +356 New
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$23K +$10.5K +156 +91%
GWM
206
Geneos Wealth Management
Colorado
$21K +$2.02K +30 +11%
IFAM
207
Institutional & Family Asset Management
Colorado
$20K
BWA
208
Burt Wealth Advisors
Maryland
$16K -$4.72K -70 -24%
LFG
209
Larson Financial Group
Missouri
$15K +$13.8K +204 New
SFS
210
Sowell Financial Services
Arkansas
$14K -$20.8K -309 -61%
CCA
211
Column Capital Advisors
Indiana
$14K +$13.8K +205 New
HIA
212
Harbor Investment Advisory
Maryland
$13K +$12.4K +184 New
TA
213
TFG Advisers
Michigan
$13K +$12.7K +189 New
LWA
214
Lowe Wealth Advisors
Maryland
$12K
WP
215
WealthShield Partners
North Carolina
$11K
JP Morgan Chase
216
JP Morgan Chase
New York
$10K -$3.03K -45 -24%
WEC
217
Winslow Evans & Crocker
Massachusetts
$10K
HWA
218
Heritage Wealth Advisors
Virginia
$8.49K +$67 +1 +0.8%
GEA
219
Glen Eagle Advisors
New Jersey
$6.12K +$1.08K +16 +23%
CFN
220
Cordasco Financial Network
Florida
$6K
SCA
221
Stonebridge Capital Advisors
Minnesota
$6K
WT
222
Whittier Trust
California
$5K
JWBC
223
John W. Brooker & Co
California
$5K +$4.65K +69 New
OPS
224
Orion Portfolio Solutions
Nebraska
$5K +$4.65K +69 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$4K