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WisdomTree International SmallCap Dividend Fund

84 hedge funds and large institutions have $322M invested in WisdomTree International SmallCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $269M → $322M (+$53M)

15% more funds holding

Funds holding: 7384 (+11)

0.85% more ownership

Funds ownership: 39.55%40.41% (+0.85%)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
14
Increased
36
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Efficient Advisors
Ohio
$46.7M +$492K +8,014 +1%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$39.8M +$4.07M +66,269 +12%
Morgan Stanley
3
Morgan Stanley
New York
$39.4M +$3.78M +61,445 +11%
Bank of America
4
Bank of America
North Carolina
$18.9M +$5.38M +87,587 +41%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.7M +$7.85M +127,745 +105%
3AM
6
3D Asset Management
Connecticut
$12.6M +$7K +114 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.4M +$519K +8,440 +4%
JWA
8
JFS Wealth Advisors
Pennsylvania
$10.2M -$15.2K -247 -0.2%
Wells Fargo
9
Wells Fargo
California
$8.36M +$1.03M +16,704 +14%
Comerica Bank
10
Comerica Bank
Texas
$8.24M +$225K +3,663 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.03M +$575K +9,363 +8%
BCI
12
Brinker Capital Investments
Pennsylvania
$7.06M
CCM
13
Carlson Capital Management
Minnesota
$6.09M +$10.1K +164 +0.2%
Jane Street
14
Jane Street
New York
$4.97M -$1.52M -24,716 -24%
Goldman Sachs
15
Goldman Sachs
New York
$4.83M +$764K +12,426 +19%
U
16
UBS
Switzerland
$4.67M -$1.36M -22,061 -23%
LPL Financial
17
LPL Financial
California
$4.18M +$155K +2,529 +4%
RJA
18
Raymond James & Associates
Florida
$3.74M +$3.65M +59,340 New
SC
19
Stratford Consulting
Texas
$3.53M -$155K -2,519 -4%
FT
20
Fiduciary Trust
Massachusetts
$3.47M -$66.1K -1,075 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.43M +$3.35M +54,444 New
AssetMark Inc
22
AssetMark Inc
California
$3.21M -$225K -3,657 -7%
GIA
23
GHP Investment Advisors
Colorado
$3.17M +$489K +7,953 +19%
EAM
24
Evanson Asset Management
California
$2.89M +$2.82M +45,888 New
SMC
25
Smith, Moore & Co
Missouri
$2.85M +$2.78M +45,181 New