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WisdomTree International SmallCap Dividend Fund

100 hedge funds and large institutions have $407M invested in WisdomTree International SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

119% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 21

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 93100 (+7)

8% more capital invested

Capital invested by funds: $378M → $407M (+$28.5M)

0.75% more ownership

Funds ownership: 40.84%41.59% (+0.75%)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
13
Increased
46
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$53.4M +$5.51M +84,961 +11%
EA
2
Efficient Advisors
Ohio
$48.2M -$864K -13,331 -2%
Morgan Stanley
3
Morgan Stanley
New York
$46.8M +$2.59M +39,875 +6%
SEIA
4
Signature Estate & Investment Advisors
California
$29.5M +$7.39M +113,936 +33%
Bank of America
5
Bank of America
North Carolina
$29.1M +$620K +9,566 +2%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$17.5M +$1.88M +28,981 +12%
3AM
7
3D Asset Management
Connecticut
$13.4M +$244K +3,770 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.9M -$245K -3,774 -2%
Comerica Bank
9
Comerica Bank
Texas
$9.07M +$163K +2,509 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.89M +$674K +10,398 +8%
Wells Fargo
11
Wells Fargo
California
$8.57M -$1.91M -29,523 -18%
BCI
12
Brinker Capital Investments
Pennsylvania
$7.25M
PI
13
Placemark Investments
Illinois
$6.45M +$3.36M +51,800 +109%
CA
14
Capital Advantage
California
$5.96M +$5.96M +91,965 New
U
15
UBS
Switzerland
$5.94M +$124K +1,918 +2%
CCM
16
Carlson Capital Management
Minnesota
$5.91M -$128K -1,980 -2%
OCM
17
One Capital Management
California
$5.65M -$87.5K -1,349 -2%
Goldman Sachs
18
Goldman Sachs
New York
$5.56M +$308K +4,743 +6%
JWA
19
JFS Wealth Advisors
Pennsylvania
$5.4M -$2.05M -31,621 -27%
LPL Financial
20
LPL Financial
California
$4.17M +$37.5K +578 +0.9%
AssetMark Inc
21
AssetMark Inc
California
$4.12M +$627K +9,672 +18%
GIA
22
GHP Investment Advisors
Colorado
$4.01M +$368K +5,677 +10%
UCFA
23
United Capital Financial Advisors
Texas
$3.94M +$674K +10,387 +21%
EAM
24
Evanson Asset Management
California
$3.68M +$64.7K +998 +2%
SC
25
Stratford Consulting
Texas
$3.67M +$22K +339 +0.6%