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WisdomTree International SmallCap Dividend Fund

230 hedge funds and large institutions have $568M invested in WisdomTree International SmallCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 206230 (+24)

11% more capital invested

Capital invested by funds: $513M → $568M (+$55.4M)

0.24% more ownership

Funds ownership: 32.61%32.86% (+0.24%)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
35
Increased
78
Reduced
80
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Efficient Advisors
Ohio
$45.9M -$216K -3,198 -0.5%
AF
2
Allworth Financial
California
$36.1M +$2.82M +41,848 +9%
3AM
3
3D Asset Management
Connecticut
$33.4M -$653K -9,692 -2%
Bank of America
4
Bank of America
North Carolina
$32.4M +$2.88M +42,698 +10%
Morgan Stanley
5
Morgan Stanley
New York
$30.1M -$23.5M -348,526 -45%
UBS Group
6
UBS Group
Switzerland
$17.8M -$144K -2,138 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.3M -$252K -3,737 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.1M -$1.36M -20,136 -9%
CCM
9
Carlson Capital Management
Minnesota
$13.1M +$348K +5,159 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.7M +$522K +7,744 +5%
GIA
11
GHP Investment Advisors
Colorado
$10.6M +$702K +10,419 +7%
Ameriprise
12
Ameriprise
Minnesota
$10.5M -$249K -3,695 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M -$647K -9,596 -6%
PP
14
PrairieView Partners
Minnesota
$9.95M +$1.72M +25,576 +22%
SL
15
Stevard LLC
Illinois
$9.27M +$8.79M +130,346 New
MFP
16
Meridian Financial Partners
Virginia
$9.18M +$317K +4,695 +4%
Wells Fargo
17
Wells Fargo
California
$8.41M -$2.84M -42,180 -26%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.33M -$441K -6,540 -5%
SWM
19
Shakespeare Wealth Management
Wisconsin
$7.71M +$81.7K +1,212 +1%
JWA
20
JFS Wealth Advisors
Pennsylvania
$6.65M -$454K -6,729 -7%
MWM
21
Merriman Wealth Management
Washington
$6.59M -$13.6K -201 -0.2%
WMG
22
WESCAP Management Group
California
$6.29M +$95.5K +1,417 +2%
HA
23
Heartland Advisors
Wisconsin
$5.95M -$156K -2,310 -3%
RIA
24
RPG Investment Advisory
California
$5.84M +$169K +2,506 +3%
EAM
25
Evanson Asset Management
California
$5.83M -$1.21K -18 -0%