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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.18M -$79.8K -1,308 -2%
WMG
27
WESCAP Management Group
California
$4.15M -$283K -4,631 -6%
AOWM
28
Alpha Omega Wealth Management
Virginia
$4.05M +$43K +704 +1%
OCFG
29
O'Connor Financial Group
Illinois
$3.85M +$38.8K +636 +1%
Citadel Advisors
30
Citadel Advisors
Florida
$3.77M +$715K +11,726 +23%
NCM
31
Neumann Capital Management
California
$3.75M -$104K -1,712 -3%
LPL Financial
32
LPL Financial
California
$3.59M -$32K -524 -0.9%
EWM
33
Empirical Wealth Management
Washington
$3.59M -$5.55K -91 -0.2%
PP
34
PrairieView Partners
Minnesota
$3.42M -$68.4K -1,121 -2%
SMC
35
Smith, Moore & Co
Missouri
$3.4M +$16.2K +265 +0.5%
EGWAG
36
Elwood & Goetz Wealth Advisory Group
Georgia
$3.38M -$19.8K -325 -0.6%
JWA
37
JFS Wealth Advisors
Pennsylvania
$3.32M -$302K -4,955 -8%
GIA
38
GHP Investment Advisors
Colorado
$3.26M -$2.22M -36,412 -40%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$3.09M +$182K +2,976 +6%
KAS
40
Kestra Advisory Services
Texas
$2.99M +$143K +2,342 +5%
TC
41
Tacita Capital
Ontario, Canada
$2.92M -$452K -7,405 -13%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.88M -$49.2K -807 -2%
Creative Planning
43
Creative Planning
Kansas
$2.87M +$366 +6 +0%
KSWA
44
Kathleen S. Wright Associates
Pennsylvania
$2.81M -$62.5K -1,024 -2%
CBFP
45
Cedar Brook Financial Partners
Ohio
$2.73M +$37.1K +608 +1%
AF
46
Allworth Financial
California
$2.67M -$414K -6,782 -13%
IA
47
Insight Advisors
Pennsylvania
$2.34M +$698K +11,441 +41%
SG
48
Sharper & Granite
California
$2.29M +$106K +1,745 +5%
FRA
49
FFG Retirement Advisors
Colorado
$2.28M +$11.4K +187 +0.5%
WA
50
Wealth Architects
California
$2.21M -$32K -524 -1%