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WisdomTree International SmallCap Dividend Fund

108 hedge funds and large institutions have $371M invested in WisdomTree International SmallCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3% more capital invested

Capital invested by funds: $362M → $371M (+$9.75M)

2.22% less ownership

Funds ownership: 43.26%41.04% (-2.2%)

5% less funds holding

Funds holding: 114108 (-6)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
13
Increased
36
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Efficient Advisors
Ohio
$49.1M +$1.66M +28,856 +4%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$37.6M -$9.21M -159,883 -20%
Morgan Stanley
3
Morgan Stanley
New York
$33.8M -$960K -16,663 -3%
Bank of America
4
Bank of America
North Carolina
$25M +$900K +15,612 +4%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$899K +15,595 +6%
3AM
6
3D Asset Management
Connecticut
$15.8M -$291K -5,053 -2%
M&T Bank
7
M&T Bank
New York
$15.8M -$91.4K -1,585 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.1M +$7.89M +136,842 +204%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.4M +$345K +5,979 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.15M +$414K +7,182 +5%
Goldman Sachs
11
Goldman Sachs
New York
$8.29M +$459K +7,958 +6%
GWM
12
Gupta Wealth Management
California
$6.87M +$6.68M +115,860 New
Comerica Bank
13
Comerica Bank
Texas
$6.26M -$10.2M -177,122 -63%
SEIA
14
Signature Estate & Investment Advisors
California
$6.21M +$1.24M +21,501 +26%
CCM
15
Carlson Capital Management
Minnesota
$5.67M -$238K -4,131 -4%
EAM
16
Evanson Asset Management
California
$5.31M +$282K +4,890 +6%
OCM
17
One Capital Management
California
$5.22M -$148K -2,568 -3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$4.72M +$5.19K +90 +0.1%
UCFA
19
United Capital Financial Advisors
Texas
$4.18M -$197K -3,415 -5%
Jane Street
20
Jane Street
New York
$4.14M +$4.02M +69,816 New
AssetMark Inc
21
AssetMark Inc
California
$4.13M -$258K -4,483 -6%
MCM
22
MAI Capital Management
Ohio
$4.03M +$1.43M +24,878 +58%
DFIM
23
Detwiler Fenton Investment Management
Massachusetts
$3.9M +$1.39M +24,061 +58%
CA
24
Capital Advantage
California
$3.74M +$47.9K +831 +1%
CPO
25
Cerity Partners OCIO
New York
$3.52M +$3.43M +59,428 New