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WisdomTree International SmallCap Dividend Fund

203 hedge funds and large institutions have $715M invested in WisdomTree International SmallCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

3% more funds holding

Funds holding: 197203 (+6)

0.29% more ownership

Funds ownership: 38.52%38.82% (+0.29%)

0% less capital invested

Capital invested by funds: $719M → $715M (-$3.49M)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $112K

Holders
203
Holders Change
+6
Holders Change %
+3.05%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
22
Increased
66
Reduced
69
Closed
15
Calls
Puts
$112K
Net Calls
-$112K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$72.2M -$8.5M -118,991 -10%
Morgan Stanley
2
Morgan Stanley
New York
$58.2M -$4.63M -64,751 -7%
Bank of America
3
Bank of America
North Carolina
$51.7M -$658K -9,213 -1%
EA
4
Efficient Advisors
Ohio
$46.2M -$215K -3,013 -0.5%
Goldman Sachs
5
Goldman Sachs
New York
$40.5M +$2.74M +38,382 +7%
3AM
6
3D Asset Management
Connecticut
$39.6M +$2.55M +35,707 +7%
UBS Group
7
UBS Group
Switzerland
$35.6M +$577K +8,077 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.3M +$3.47M +48,520 +14%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$26.1M -$1.64M -22,903 -6%
Wells Fargo
10
Wells Fargo
California
$15.4M -$2.08M -29,125 -12%
CPO
11
Cerity Partners OCIO
New York
$15M +$1.45M +20,276 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.4M +$563K +7,875 +6%
GIA
13
GHP Investment Advisors
Colorado
$10M -$65.7K -920 -0.6%
CCM
14
Carlson Capital Management
Minnesota
$9.1M +$599K +8,386 +7%
CA
15
Capital Advantage
California
$8.69M -$104K -1,450 -1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.49M +$407K +5,693 +5%
LPL Financial
17
LPL Financial
California
$8.35M +$2.52M +35,256 +43%
HighTower Advisors
18
HighTower Advisors
Illinois
$7.83M +$744K +10,416 +10%
SWM
19
Shakespeare Wealth Management
Wisconsin
$7.63M +$317K +4,439 +4%
AF
20
Allworth Financial
California
$7.54M +$524K +7,336 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.41M -$866K -12,117 -10%
JWA
22
JFS Wealth Advisors
Pennsylvania
$7.17M -$307K -4,295 -4%
HA
23
Heartland Advisors
Wisconsin
$6.96M +$6.99M +97,811 New
Ameriprise
24
Ameriprise
Minnesota
$6.32M +$151K +2,107 +2%
PP
25
PrairieView Partners
Minnesota
$6.08M +$197K +2,754 +3%