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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$4.77M +$1.05M +14,811 +29%
Osaic Holdings
27
Osaic Holdings
Arizona
$4.57M -$98.1K -1,387 -2%
Ameriprise
28
Ameriprise
Minnesota
$4.33M +$72K +1,018 +2%
MAM
29
McLean Asset Management
Virginia
$4.29M -$198K -2,802 -5%
RWM
30
Ritholtz Wealth Management
New York
$4.27M -$194K -2,745 -4%
SMC
31
Smith, Moore & Co
Missouri
$4.26M +$139K +1,964 +3%
WA
32
Wealth Architects
California
$4.02M
MWM
33
Marietta Wealth Management
Georgia
$4M +$360K +5,084 +10%
TCM
34
Telos Capital Management
California
$3.91M +$221K +3,126 +6%
BFG
35
Beacon Financial Group
Texas
$3.9M
NCM
36
Neumann Capital Management
California
$3.8M +$176K +2,488 +5%
Citadel Advisors
37
Citadel Advisors
Florida
$3.72M -$12.4M -175,816 -77%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.67M -$322K -4,549 -8%
EGWAG
39
Elwood & Goetz Wealth Advisory Group
Georgia
$3.62M -$5.66K -80 -0.2%
HA
40
Heartland Advisors
Wisconsin
$3.54M -$15.1K -213 -0.4%
Creative Planning
41
Creative Planning
Kansas
$3.25M +$237K +3,347 +8%
CFO
42
Collective Family Office
Pennsylvania
$3.06M +$874K +12,359 +41%
WPWM
43
Windward Private Wealth Management
Kansas
$2.89M -$166K -2,340 -6%
SFG
44
StrategIQ Financial Group
Indiana
$2.62M -$50.1K -708 -2%
Wells Fargo
45
Wells Fargo
California
$2.61M +$25.3K +358 +1%
EWM
46
Empirical Wealth Management
Washington
$2.55M +$155K +2,185 +7%
CBFP
47
Cedar Brook Financial Partners
Ohio
$2.43M +$108K +1,531 +5%
PAS
48
Park Avenue Securities
New York
$2.15M +$720K +10,174 +52%
IAIM
49
International Assets Investment Management
Florida
$2.02M +$1.19M +16,824 +126%
APSP
50
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.93M -$91.6K -1,295 -5%