We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $502M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

1% more funds holding

Funds holding: 196198 (+2)

3% more capital invested

Capital invested by funds: $485M → $502M (+$16.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 43.26%42.16% (-1.1%)

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
76
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Telos Capital Management
California
$4.95M +$459K +7,488 +10%
PAG
27
Private Advisor Group
New Jersey
$4.62M +$1.34M +21,890 +41%
AWM
28
AE Wealth Management
Kansas
$4.58M +$357K +5,821 +8%
WMG
29
WESCAP Management Group
California
$4.53M +$179K +2,929 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.36M -$21.9K -358 -0.5%
AOWM
31
Alpha Omega Wealth Management
Virginia
$4.11M +$189K +3,088 +5%
NCM
32
Neumann Capital Management
California
$3.95M +$182K +2,966 +5%
OCFG
33
O'Connor Financial Group
Illinois
$3.91M +$3.93M +64,156 New
LPL Financial
34
LPL Financial
California
$3.71M -$391K -6,377 -9%
JWA
35
JFS Wealth Advisors
Pennsylvania
$3.71M +$25.7K +419 +0.7%
EWM
36
Empirical Wealth Management
Washington
$3.68M +$112K +1,831 +3%
PP
37
PrairieView Partners
Minnesota
$3.57M -$122K -1,990 -3%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$3.49M +$41.4K +676 +1%
SMC
39
Smith, Moore & Co
Missouri
$3.46M -$16.2K -265 -0.5%
TC
40
Tacita Capital
Ontario, Canada
$3.44M -$732K -11,951 -17%
AF
41
Allworth Financial
California
$3.15M -$142K -2,320 -4%
Citadel Advisors
42
Citadel Advisors
Florida
$3.15M +$2.04M +33,349 +182%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$2.99M +$304K +4,958 +11%
Creative Planning
44
Creative Planning
Kansas
$2.95M -$43.3K -707 -1%
KSWA
45
Kathleen S. Wright Associates
Pennsylvania
$2.94M -$30.6K -499 -1%
KAS
46
Kestra Advisory Services
Texas
$2.92M +$158K +2,576 +6%
CBFP
47
Cedar Brook Financial Partners
Ohio
$2.76M +$57.8K +943 +2%
FRA
48
FFG Retirement Advisors
Colorado
$2.33M -$163K -2,669 -7%
WA
49
Wealth Architects
California
$2.3M -$70.5K -1,151 -3%
HA
50
Heartland Advisors
Wisconsin
$2.29M