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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFS
26
JD Financial Services
Pennsylvania
$5.92M +$1.28M +17,321 +27%
PAS
27
Park Avenue Securities
New York
$5.86M +$1.89M +25,658 +48%
MCM
28
MAI Capital Management
Ohio
$5.83M +$25.3K +343 +0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$5.8M -$199K -2,697 -3%
PP
30
PrairieView Partners
Minnesota
$5.67M +$658K +8,939 +13%
AAS
31
Avantax Advisory Services
Texas
$5.62M -$68.5K -930 -1%
MWM
32
Marietta Wealth Management
Georgia
$5.19M +$496K +6,733 +11%
EAM
33
Evanson Asset Management
California
$5.16M -$376K -5,111 -7%
Ameriprise
34
Ameriprise
Minnesota
$5.1M +$642K +8,719 +14%
Comerica Bank
35
Comerica Bank
Texas
$4.9M -$5.3M -71,922 -51%
SMC
36
Smith, Moore & Co
Missouri
$4.55M +$112K +1,520 +3%
JWA
37
JFS Wealth Advisors
Pennsylvania
$4.48M -$89.2K -1,212 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$4.37M +$183K +2,491 +4%
NCM
39
Neumann Capital Management
California
$4.31M +$110K +1,489 +3%
TCM
40
Telos Capital Management
California
$4.21M -$11.3K -153 -0.3%
MAM
41
McLean Asset Management
Virginia
$4.17M +$47K +638 +1%
BFG
42
Beacon Financial Group
Texas
$4.08M +$13.3K +181 +0.3%
RWM
43
Ritholtz Wealth Management
New York
$4.03M -$240K -3,263 -6%
WA
44
Wealth Architects
California
$3.91M -$105K -1,420 -3%
EGWAG
45
Elwood & Goetz Wealth Advisory Group
Georgia
$3.88M +$129K +1,748 +3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$3.79M +$106K +1,436 +3%
EWM
47
Empirical Wealth Management
Washington
$3.18M +$273K +3,712 +9%
CFO
48
Collective Family Office
Pennsylvania
$2.99M -$2.06M -28,035 -41%
CBFP
49
Cedar Brook Financial Partners
Ohio
$2.98M +$255K +3,457 +9%
KSWA
50
Kathleen S. Wright Associates
Pennsylvania
$2.97M +$2.97M +40,381 New