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WisdomTree International SmallCap Dividend Fund

144 hedge funds and large institutions have $546M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $476M → $546M (+$69.7M)

7% more funds holding

Funds holding: 134144 (+10)

0.71% more ownership

Funds ownership: 37.17%37.87% (+0.71%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
64
Reduced
31
Closed
8
Calls
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$62.7M +$3.77M +55,166 +7%
EA
2
Efficient Advisors
Ohio
$49.6M -$1.76M -25,736 -3%
3AM
3
3D Asset Management
Connecticut
$36M -$1.43M -20,829 -4%
Bank of America
4
Bank of America
North Carolina
$32.5M +$7.12M +104,044 +29%
Morgan Stanley
5
Morgan Stanley
New York
$31.5M +$2.23M +32,569 +8%
Goldman Sachs
6
Goldman Sachs
New York
$30.3M +$10.3M +149,852 +52%
UBS Group
7
UBS Group
Switzerland
$28.8M +$4.9M +71,675 +21%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$24.8M +$607K +8,874 +3%
SEIA
9
Signature Estate & Investment Advisors
California
$22.2M +$1.36M +19,859 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18M +$4.9M +71,592 +38%
Wells Fargo
11
Wells Fargo
California
$12.8M +$859K +12,547 +7%
CPO
12
Cerity Partners OCIO
New York
$11.7M +$664K +9,708 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.4M -$1.67M -24,423 -14%
GIA
14
GHP Investment Advisors
Colorado
$9.33M +$2.9M +42,364 +46%
PV
15
Private Vista
Illinois
$8.55M -$3.21M -46,947 -28%
CCM
16
Carlson Capital Management
Minnesota
$8.51M -$109K -1,598 -1%
CA
17
Capital Advantage
California
$8.39M +$112K +1,634 +1%
JWA
18
JFS Wealth Advisors
Pennsylvania
$7.55M +$572K +8,366 +8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.21M +$2.25M +32,907 +47%
EAM
20
Evanson Asset Management
California
$6.44M +$534K +7,799 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.81M +$631K +9,221 +12%
SMC
22
Smith, Moore & Co
Missouri
$4.53M +$127K +1,854 +3%
Comerica Bank
23
Comerica Bank
Texas
$4.27M -$548K -8,010 -12%
MCM
24
MAI Capital Management
Ohio
$4.2M -$77.5K -1,133 -2%
WMG
25
WESCAP Management Group
California
$4.19M +$82.7K +1,208 +2%