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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Evanson Asset Management
California
$5.62M -$80.9K -1,062 -1%
CFO
27
Collective Family Office
Pennsylvania
$5.1M +$884K +11,612 +20%
PP
28
PrairieView Partners
Minnesota
$5.05M -$73.5K -965 -1%
MWM
29
Marietta Wealth Management
Georgia
$4.73M +$349K +4,582 +8%
JFS
30
JD Financial Services
Pennsylvania
$4.68M +$258K +3,386 +6%
JWA
31
JFS Wealth Advisors
Pennsylvania
$4.61M -$639K -8,387 -12%
Ameriprise
32
Ameriprise
Minnesota
$4.5M -$69.5K -913 -1%
SMC
33
Smith, Moore & Co
Missouri
$4.48M +$69.2K +909 +2%
RWM
34
Ritholtz Wealth Management
New York
$4.3M -$79.6K -1,046 -2%
TCM
35
Telos Capital Management
California
$4.25M +$204K +2,680 +5%
NCM
36
Neumann Capital Management
California
$4.23M +$217K +2,854 +5%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$4.22M +$965K +12,679 +29%
MAM
38
McLean Asset Management
Virginia
$4.18M -$39.2K -515 -0.9%
BFG
39
Beacon Financial Group
Texas
$4.08M +$1.22K +16 +0%
WA
40
Wealth Architects
California
$4.04M -$25.1K -330 -0.6%
MWM
41
Merriman Wealth Management
Washington
$4.01M +$4.11M +54,043 New
PAS
42
Park Avenue Securities
New York
$4M +$895K +11,756 +28%
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$3.79M +$125K +1,636 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.71M -$176K -2,316 -4%
Wells Fargo
45
Wells Fargo
California
$3.43M +$573K +7,531 +19%
HA
46
Heartland Advisors
Wisconsin
$2.98M -$11.9K -156 -0.4%
EWM
47
Empirical Wealth Management
Washington
$2.93M -$31.9K -419 -1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.93M +$3.01M +39,493 New
Creative Planning
49
Creative Planning
Kansas
$2.89M +$82.1K +1,079 +3%
WPWM
50
Windward Private Wealth Management
Kansas
$2.89M -$9.14K -120 -0.3%