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WisdomTree International SmallCap Dividend Fund

130 hedge funds and large institutions have $425M invested in WisdomTree International SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

12% more funds holding

Funds holding: 116130 (+14)

0.35% less ownership

Funds ownership: 37.33%36.98% (-0.35%)

1% less capital invested

Capital invested by funds: $428M → $425M (-$3.52M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
19
Increased
55
Reduced
37
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
$46.8M +$1.94M +32,291 +4%
EA
2
Efficient Advisors
Ohio
$46.1M -$714K -11,903 -2%
3AM
3
3D Asset Management
Connecticut
$26.3M +$109K +1,822 +0.4%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$19.9M +$624K +10,394 +3%
Morgan Stanley
5
Morgan Stanley
New York
$19.6M +$1.08M +18,009 +6%
Bank of America
6
Bank of America
North Carolina
$19.6M +$2.13M +35,497 +12%
SEIA
7
Signature Estate & Investment Advisors
California
$16.1M +$2.02M +33,721 +14%
PV
8
Private Vista
Illinois
$15M -$3.55M -59,225 -20%
Goldman Sachs
9
Goldman Sachs
New York
$12.9M +$1.2M +19,949 +10%
UBS Group
10
UBS Group
Switzerland
$12.4M +$950K +15,836 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.3M -$572K -9,532 -5%
CPO
12
Cerity Partners OCIO
New York
$8.72M +$650K +10,840 +8%
Wells Fargo
13
Wells Fargo
California
$8.19M +$2.14M +35,723 +35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.59M +$61.6K +1,026 +0.8%
CCM
15
Carlson Capital Management
Minnesota
$7.52M -$63.2K -1,054 -0.8%
CA
16
Capital Advantage
California
$6.96M +$953K +15,889 +16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.11M -$1.56M -25,974 -20%
JWA
18
JFS Wealth Advisors
Pennsylvania
$6.02M +$282K +4,696 +5%
EWMCB
19
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.14M +$17.4K +290 +0.3%
Jane Street
20
Jane Street
New York
$4.92M -$1.65M -27,483 -25%
EAM
21
Evanson Asset Management
California
$4.82M -$69.7K -1,162 -1%
RJA
22
Raymond James & Associates
Florida
$4.58M +$78.4K +1,306 +2%
M&T Bank
23
M&T Bank
New York
$4.45M -$556K -9,271 -11%
Comerica Bank
24
Comerica Bank
Texas
$4.36M -$146K -2,433 -3%
GIA
25
GHP Investment Advisors
Colorado
$4.36M +$251K +4,182 +6%