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WisdomTree International SmallCap Dividend Fund

122 hedge funds and large institutions have $415M invested in WisdomTree International SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

10% more capital invested

Capital invested by funds: $376M → $415M (+$38.6M)

3% more funds holding

Funds holding: 118122 (+4)

1.61% more ownership

Funds ownership: 37.19%38.81% (+1.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
14
Increased
45
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Efficient Advisors
Ohio
$47.4M -$179K -3,094 -0.4%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$36.3M +$2.8M +48,287 +8%
Morgan Stanley
3
Morgan Stanley
New York
$36M +$1.82M +31,424 +5%
Bank of America
4
Bank of America
North Carolina
$19.3M -$5.44M -94,004 -22%
3AM
5
3D Asset Management
Connecticut
$18.4M +$258K +4,458 +1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$17.6M +$433K +7,484 +3%
UBS Group
7
UBS Group
Switzerland
$16.4M +$11.1M +192,397 +215%
PV
8
Private Vista
Illinois
$13M +$14.4M +249,352 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.8M +$750K +12,953 +6%
M&T Bank
10
M&T Bank
New York
$12.5M -$2.39M -41,185 -16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.1M -$2.29M -39,596 -17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.34M +$145K +2,501 +2%
SEIA
13
Signature Estate & Investment Advisors
California
$9.21M +$435K +7,515 +5%
Goldman Sachs
14
Goldman Sachs
New York
$8.95M -$1.57M -27,161 -15%
Wells Fargo
15
Wells Fargo
California
$6M +$2.99M +51,656 +100%
CCM
16
Carlson Capital Management
Minnesota
$5.61M -$3.71K -64 -0.1%
Comerica Bank
17
Comerica Bank
Texas
$5.45M +$68.1K +1,176 +1%
CA
18
Capital Advantage
California
$5.44M +$1.28M +22,073 +31%
CPO
19
Cerity Partners OCIO
New York
$5.16M +$877K +15,139 +21%
VC
20
Vicus Capital
Pennsylvania
$4.97M +$4.96M +85,576 New
EAM
21
Evanson Asset Management
California
$4.96M -$721K -12,448 -13%
LPL Financial
22
LPL Financial
California
$4.59M +$2.27M +39,127 +96%
JWA
23
JFS Wealth Advisors
Pennsylvania
$4.47M +$93.2K +1,609 +2%
OCM
24
One Capital Management
California
$4.38M -$623K -10,753 -14%
EWMCB
25
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.36M +$365K +6,296 +9%