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WisdomTree International SmallCap Dividend Fund

181 hedge funds and large institutions have $479M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $429M → $479M (+$49.5M)

0.85% more ownership

Funds ownership: 36.87%37.72% (+0.85%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 184181 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

48% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 83

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
20
Increased
43
Reduced
83
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$71.6M +$16M +301,673 +31%
AF
2
Allworth Financial
California
$46.7M +$1.55M +29,279 +4%
EA
3
Efficient Advisors
Ohio
$39.1M +$868K +16,422 +2%
Bank of America
4
Bank of America
North Carolina
$26.9M -$2M -37,737 -7%
3AM
5
3D Asset Management
Connecticut
$19.3M -$3.11M -58,883 -14%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M -$5.52M -104,422 -25%
UBS Group
7
UBS Group
Switzerland
$11M +$58.3K +1,102 +0.6%
MHS
8
M Holdings Securities
Oregon
$10.9M +$843K +15,938 +9%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$10.5M +$947K +17,915 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M -$477K -9,014 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.16M +$39.6K +749 +0.5%
PP
12
PrairieView Partners
Minnesota
$9.09M +$1.19M +22,556 +16%
CCM
13
Carlson Capital Management
Minnesota
$9.03M -$8.94K -169 -0.1%
LFG
14
Larson Financial Group
Missouri
$8.64M +$3.76M +71,036 +84%
GIA
15
GHP Investment Advisors
Colorado
$7.97M -$582K -10,998 -7%
SWM
16
Shakespeare Wealth Management
Wisconsin
$6.8M -$347K -6,555 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$6.67M +$3.26M +61,588 +106%
BFG
18
Barber Financial Group
Kansas
$5.46M +$297K +5,619 +6%
JWA
19
JFS Wealth Advisors
Pennsylvania
$5.21M -$413K -7,800 -8%
Jane Street
20
Jane Street
New York
$4.8M +$964K +18,219 +27%
EAM
21
Evanson Asset Management
California
$4.55M -$29.8K -564 -0.7%
RIA
22
RPG Investment Advisory
California
$4.52M -$58K -1,096 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.33M +$4.11M +77,793 New
MCM
24
MAI Capital Management
Ohio
$4.23M -$3.54K -67 -0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.15M -$216K -4,091 -5%