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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $418M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.18% less ownership

Funds ownership: 42.78%42.6% (-0.18%)

6% less funds holding

Funds holding: 206193 (-13)

11% less capital invested

Capital invested by funds: $468M → $418M (-$50.5M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$4.04M +$735K +12,617 +19%
PP
27
PrairieView Partners
Minnesota
$4.03M +$437K +7,508 +11%
LFG
28
Larson Financial Group
Missouri
$3.96M -$116K -1,988 -3%
LPL Financial
29
LPL Financial
California
$3.64M -$1.18M -20,206 -22%
NCM
30
Neumann Capital Management
California
$3.64M +$407K +6,983 +11%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.56M +$122K +2,093 +3%
AWM
32
AE Wealth Management
Kansas
$3.35M +$1.13M +19,425 +43%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.35M -$52K -893 -1%
TCM
34
Telos Capital Management
California
$3.3M +$78.4K +1,346 +2%
AF
35
Allworth Financial
California
$3.21M -$476K -8,170 -12%
AOWM
36
Alpha Omega Wealth Management
Virginia
$3.1M +$451K +7,750 +15%
JWA
37
JFS Wealth Advisors
Pennsylvania
$3.08M -$18.7K -322 -0.5%
SMC
38
Smith, Moore & Co
Missouri
$3.03M -$117K -2,006 -3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.96M +$786K +13,491 +31%
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$2.88M +$151K +2,588 +5%
EWM
41
Empirical Wealth Management
Washington
$2.79M +$412K +7,073 +15%
MAM
42
McLean Asset Management
Virginia
$2.79M -$363K -6,231 -10%
KSWA
43
Kathleen S. Wright Associates
Pennsylvania
$2.51M +$547K +9,398 +24%
WA
44
Wealth Architects
California
$2.41M -$108K -1,850 -4%
CBFP
45
Cedar Brook Financial Partners
Ohio
$2.36M +$180K +3,097 +7%
KAS
46
Kestra Advisory Services
Texas
$2.28M +$500K +8,591 +24%
Jane Street
47
Jane Street
New York
$2.25M +$933K +16,023 +58%
FPAS
48
Focus Partners Advisor Solutions
Missouri
$2.07M +$72.6K +1,246 +3%
RWM
49
Ritholtz Wealth Management
New York
$2M -$786K -13,495 -26%
AA
50
Addison Advisors
Vermont
$1.99M +$2.79K +48 +0.1%