We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

173 hedge funds and large institutions have $484M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more capital invested

Capital invested by funds: $479M → $484M (+$5.39M)

0.16% less ownership

Funds ownership: 37.72%37.56% (-0.16%)

4% less funds holding

Funds holding: 181173 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 72

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
14
Increased
50
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$78M +$914K +15,537 +1%
AF
2
Allworth Financial
California
$44.8M -$5.42M -92,053 -11%
EA
3
Efficient Advisors
Ohio
$40.6M -$1.42M -24,086 -3%
Bank of America
4
Bank of America
North Carolina
$28.5M -$521K -8,861 -2%
3AM
5
3D Asset Management
Connecticut
$19.2M -$1.59M -26,944 -8%
Morgan Stanley
6
Morgan Stanley
New York
$17.6M -$1.34M -22,688 -7%
MHS
7
M Holdings Securities
Oregon
$12.4M +$697K +11,849 +6%
UBS Group
8
UBS Group
Switzerland
$12.1M +$202K +3,429 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.8M +$1.91M +32,426 +20%
GPWA
10
Great Point Wealth Advisors
Massachusetts
$10.5M
PP
11
PrairieView Partners
Minnesota
$10.5M +$675K +11,477 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.3M -$884K -15,025 -8%
CCM
13
Carlson Capital Management
Minnesota
$9.48M -$135K -2,287 -1%
SWM
14
Shakespeare Wealth Management
Wisconsin
$7.73M +$406K +6,898 +6%
LFG
15
Larson Financial Group
Missouri
$7.24M -$2.02M -34,384 -22%
GIA
16
GHP Investment Advisors
Colorado
$6.73M -$1.82M -30,941 -22%
BFG
17
Barber Financial Group
Kansas
$5.72M -$164K -2,783 -3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$5.36M -$247K -4,192 -4%
AAS
19
Avantax Advisory Services
Texas
$4.96M +$499K +8,476 +11%
RIA
20
RPG Investment Advisory
California
$4.83M -$33.8K -575 -0.7%
EAM
21
Evanson Asset Management
California
$4.75M -$149K -2,525 -3%
MCM
22
MAI Capital Management
Ohio
$4.57M +$10.9K +185 +0.2%
Comerica Bank
23
Comerica Bank
Texas
$4.46M +$238K +4,040 +6%
SMC
24
Smith, Moore & Co
Missouri
$4.4M -$47.6K -808 -1%
HA
25
Heartland Advisors
Wisconsin
$4.35M -$72.3K -1,228 -2%