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WisdomTree International SmallCap Dividend Fund

118 hedge funds and large institutions have $376M invested in WisdomTree International SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more funds holding

Funds holding: 115118 (+3)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

2.82% less ownership

Funds ownership: 40.01%37.19% (-2.8%)

13% less capital invested

Capital invested by funds: $432M → $376M (-$56.4M)

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
15
Increased
40
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Efficient Advisors
Ohio
$45.2M -$605K -10,392 -1%
Morgan Stanley
2
Morgan Stanley
New York
$32.4M -$2.99M -51,248 -8%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$31.8M -$994K -17,058 -3%
Bank of America
4
Bank of America
North Carolina
$23.5M -$4.71M -80,892 -16%
3AM
5
3D Asset Management
Connecticut
$17.2M +$2.36M +40,499 +15%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$16.3M +$561K +9,629 +3%
M&T Bank
7
M&T Bank
New York
$14.1M -$357K -6,119 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.7M -$121K -2,072 -0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.4M +$553K +9,491 +5%
Jane Street
10
Jane Street
New York
$10M +$10.6M +181,403 New
Goldman Sachs
11
Goldman Sachs
New York
$9.99M +$2.12M +36,431 +25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.73M +$193K +3,307 +2%
GWM
13
Gupta Wealth Management
California
$8.55M +$1.11M +19,045 +14%
SEIA
14
Signature Estate & Investment Advisors
California
$8.33M +$1.26M +21,557 +17%
Comerica Bank
15
Comerica Bank
Texas
$5.43M -$5.76M -98,875 -50%
EAM
16
Evanson Asset Management
California
$5.4M -$145K -2,484 -2%
CCM
17
Carlson Capital Management
Minnesota
$5.33M +$132K +2,260 +2%
UBS Group
18
UBS Group
Switzerland
$4.93M -$3.66M -62,904 -41%
OCM
19
One Capital Management
California
$4.38M -$361K -6,204 -7%
JWA
20
JFS Wealth Advisors
Pennsylvania
$4.16M -$107K -1,835 -2%
CPO
21
Cerity Partners OCIO
New York
$4.07M +$417K +7,160 +11%
MCM
22
MAI Capital Management
Ohio
$4.02M +$131K +2,248 +3%
CA
23
Capital Advantage
California
$3.94M +$293K +5,030 +8%
EWMCB
24
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.79M +$195K +3,348 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.38M +$1.23M +21,118 +53%

DLS Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q3 2015, worth a combined $376M — down 13% from $432M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DLS positions and 10 closed out — a net gain of 5 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.6M. The largest seller was Susquehanna International Group, cutting an estimated $22.4M.

  • 118 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q3 2015, up from 115 in Q2 2015.
  • Funds reported $376M of WisdomTree International SmallCap Dividend Fund stock for Q3 2015, down 13% quarter-over-quarter.
  • 15 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q3 2015 and 10 closed out, a net change of +5 holders.
  • The largest WisdomTree International SmallCap Dividend Fund buyer in Q3 2015 was Jane Street, an estimated $10.6M added.
  • The largest WisdomTree International SmallCap Dividend Fund seller in Q3 2015 was Susquehanna International Group, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2015.