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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PrairieView Partners
Minnesota
$4.13M -$769K -12,031 -15%
AF
27
Allworth Financial
California
$4.11M -$510K -7,976 -10%
EAM
28
Evanson Asset Management
California
$4.02M -$107K -1,676 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.92M -$199K -3,120 -4%
BFG
30
Beacon Financial Group
Texas
$3.9M
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$3.85M +$2.36M +36,924 +127%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.85M +$82K +1,283 +2%
Comerica Bank
33
Comerica Bank
Texas
$3.76M -$589K -9,212 -13%
NCM
34
Neumann Capital Management
California
$3.72M +$100K +1,568 +3%
TCM
35
Telos Capital Management
California
$3.67M +$288K +4,510 +8%
SMC
36
Smith, Moore & Co
Missouri
$3.56M -$108K -1,688 -3%
JWA
37
JFS Wealth Advisors
Pennsylvania
$3.52M +$61K +954 +2%
OMC
38
Old Mission Capital
Illinois
$3.5M -$1.33M -20,840 -26%
MAM
39
McLean Asset Management
Virginia
$3.43M -$8.12K -127 -0.2%
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$3.12M -$190K -2,977 -5%
AOWM
41
Alpha Omega Wealth Management
Virginia
$3.07M +$606K +9,486 +22%
RWM
42
Ritholtz Wealth Management
New York
$3.06M -$101K -1,579 -3%
WA
43
Wealth Architects
California
$2.85M -$631K -9,871 -17%
Creative Planning
44
Creative Planning
Kansas
$2.8M +$582K +9,113 +23%
EWM
45
Empirical Wealth Management
Washington
$2.76M +$143K +2,245 +5%
AWM
46
AE Wealth Management
Kansas
$2.67M +$1.94M +30,298 +197%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.57M -$70.7K -1,107 -2%
CBFP
48
Cedar Brook Financial Partners
Ohio
$2.5M +$87K +1,362 +3%
KSWA
49
Kathleen S. Wright Associates
Pennsylvania
$2.3M -$20.3K -317 -0.8%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$2.28M +$74.1K +1,159 +3%