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WisdomTree International SmallCap Dividend Fund

134 hedge funds and large institutions have $476M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $425M → $476M (+$51.4M)

3% more funds holding

Funds holding: 130134 (+4)

0.19% more ownership

Funds ownership: 36.98%37.17% (+0.19%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
17
Increased
51
Reduced
38
Closed
12
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
$55.4M +$3.6M +56,609 +7%
EA
2
Efficient Advisors
Ohio
$48.4M -$1.79M -28,166 -4%
3AM
3
3D Asset Management
Connecticut
$35.3M +$6.38M +100,155 +23%
Morgan Stanley
4
Morgan Stanley
New York
$27.5M +$5.95M +93,375 +29%
Bank of America
5
Bank of America
North Carolina
$23.8M +$2.4M +37,630 +12%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$22.8M +$1.07M +16,835 +5%
UBS Group
7
UBS Group
Switzerland
$22.4M +$8.63M +135,527 +66%
SEIA
8
Signature Estate & Investment Advisors
California
$19.6M +$2.02M +31,721 +12%
Goldman Sachs
9
Goldman Sachs
New York
$18.7M +$4.53M +71,213 +33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.3M +$3.87M +60,829 +48%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.4M +$162K +2,547 +1%
PV
12
Private Vista
Illinois
$11.3M -$4.5M -70,631 -30%
Wells Fargo
13
Wells Fargo
California
$11.3M +$2.26M +35,423 +26%
CPO
14
Cerity Partners OCIO
New York
$10.3M +$800K +12,561 +9%
CCM
15
Carlson Capital Management
Minnesota
$8.12M -$82.5K -1,296 -1%
CA
16
Capital Advantage
California
$7.79M +$194K +3,041 +3%
JWA
17
JFS Wealth Advisors
Pennsylvania
$6.02M
GIA
18
GHP Investment Advisors
Colorado
$6.01M +$1.22M +19,214 +26%
EAM
19
Evanson Asset Management
California
$5.55M +$293K +4,603 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.86M +$247K +3,877 +6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$4.63M +$69.2K +1,086 +2%
Comerica Bank
22
Comerica Bank
Texas
$4.59M -$161K -2,526 -4%
M&T Bank
23
M&T Bank
New York
$4.32M -$518K -8,135 -11%
SMC
24
Smith, Moore & Co
Missouri
$4.14M +$22.3K +350 +0.6%
MCM
25
MAI Capital Management
Ohio
$4.03M -$76.4K -1,199 -2%