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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$3.91M -$1M -16,767 -20%
OCFG
27
O'Connor Financial Group
Illinois
$3.79M +$69.7K +1,166 +2%
NCM
28
Neumann Capital Management
California
$3.73M +$109K +1,830 +3%
LPL Financial
29
LPL Financial
California
$3.65M +$182K +3,048 +5%
EWM
30
Empirical Wealth Management
Washington
$3.44M -$29.5K -493 -0.8%
EGWAG
31
Elwood & Goetz Wealth Advisory Group
Georgia
$3.36M +$98.6K +1,649 +3%
PP
32
PrairieView Partners
Minnesota
$3.29M -$14.6K -244 -0.4%
SMC
33
Smith, Moore & Co
Missouri
$3.27M -$11.2K -187 -0.3%
KAS
34
Kestra Advisory Services
Texas
$3.13M +$247K +4,128 +8%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.08M -$996K -16,658 -24%
Creative Planning
36
Creative Planning
Kansas
$2.75M -$32.5K -543 -1%
KSWA
37
Kathleen S. Wright Associates
Pennsylvania
$2.74M +$23.3K +390 +0.8%
GIA
38
GHP Investment Advisors
Colorado
$2.66M -$402K -6,726 -12%
CBFP
39
Cedar Brook Financial Partners
Ohio
$2.51M -$132K -2,209 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.44M -$350K -5,850 -12%
AF
41
Allworth Financial
California
$2.35M -$242K -4,042 -9%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$2.35M -$670K -11,207 -22%
IA
43
Insight Advisors
Pennsylvania
$2.31M +$53K +886 +2%
SG
44
Sharper & Granite
California
$2.23M +$18.5K +310 +0.8%
FRA
45
FFG Retirement Advisors
Colorado
$2.2M -$5.8K -97 -0.3%
WA
46
Wealth Architects
California
$2.14M
WW
47
Waterfront Wealth
Kansas
$2.1M +$169K +2,826 +8%
OAM
48
Occidental Asset Management
California
$2.04M +$514K +8,601 +32%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.96M +$2.04M +34,029 New
MAM
50
McLean Asset Management
Virginia
$1.87M -$90.8K -1,518 -4%