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WisdomTree International SmallCap Dividend Fund

93 hedge funds and large institutions have $378M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $322M → $378M (+$56.6M)

11% more funds holding

Funds holding: 8493 (+9)

0.43% more ownership

Funds ownership: 40.41%40.84% (+0.43%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
15
Increased
41
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Efficient Advisors
Ohio
$49.3M +$1.1M +17,386 +2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$48.1M +$6.8M +107,020 +17%
Morgan Stanley
3
Morgan Stanley
New York
$44.4M +$3.6M +56,690 +9%
Bank of America
4
Bank of America
North Carolina
$28.6M +$8.87M +139,644 +47%
SEIA
5
Signature Estate & Investment Advisors
California
$22.2M +$20.1M +316,508 +1,306%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$15.7M -$546K -8,594 -3%
3AM
7
3D Asset Management
Connecticut
$13.2M +$195K +3,073 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.2M +$376K +5,920 +3%
Wells Fargo
9
Wells Fargo
California
$10.5M +$1.85M +29,159 +22%
Comerica Bank
10
Comerica Bank
Texas
$8.94M +$420K +6,617 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.24M -$39.6K -623 -0.5%
JWA
12
JFS Wealth Advisors
Pennsylvania
$7.48M -$3M -47,292 -29%
BCI
13
Brinker Capital Investments
Pennsylvania
$7.28M
CCM
14
Carlson Capital Management
Minnesota
$6.06M -$223K -3,505 -4%
U
15
UBS
Switzerland
$5.84M +$994K +15,652 +21%
OCM
16
One Capital Management
California
$5.76M +$5.62M +88,529 New
Goldman Sachs
17
Goldman Sachs
New York
$5.28M +$288K +4,528 +6%
LPL Financial
18
LPL Financial
California
$4.15M -$164K -2,584 -4%
SC
19
Stratford Consulting
Texas
$3.67M +$27.9K +440 +0.8%
GIA
20
GHP Investment Advisors
Colorado
$3.66M +$380K +5,989 +12%
EAM
21
Evanson Asset Management
California
$3.63M +$634K +9,980 +22%
FT
22
Fiduciary Trust
Massachusetts
$3.58M
AssetMark Inc
23
AssetMark Inc
California
$3.51M +$199K +3,128 +6%
UCFA
24
United Capital Financial Advisors
Texas
$3.28M +$3.2M +50,384 New
PI
25
Placemark Investments
Illinois
$3.1M +$932K +14,682 +44%