We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$4.27M -$70.6K -1,207 -2%
LPL Financial
27
LPL Financial
California
$4.15M +$87.5K +1,496 +2%
WMG
28
WESCAP Management Group
California
$4.02M -$368K -6,290 -9%
NCM
29
Neumann Capital Management
California
$3.92M -$206K -3,518 -5%
OCFG
30
O'Connor Financial Group
Illinois
$3.9M -$283K -4,842 -7%
EWM
31
Empirical Wealth Management
Washington
$3.79M -$27.4K -468 -0.8%
EGWAG
32
Elwood & Goetz Wealth Advisory Group
Georgia
$3.76M +$17K +290 +0.5%
PP
33
PrairieView Partners
Minnesota
$3.71M +$52.4K +895 +2%
KAS
34
Kestra Advisory Services
Texas
$3.49M +$15K +257 +0.5%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$3.22M +$562K +9,597 +24%
Creative Planning
36
Creative Planning
Kansas
$3.1M +$43.2K +738 +2%
KSWA
37
Kathleen S. Wright Associates
Pennsylvania
$2.94M -$97.6K -1,668 -3%
AI
38
Atria Investments
North Carolina
$2.88M +$1.14M +19,400 +76%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.87M -$506K -8,640 -16%
Ameriprise
40
Ameriprise
Minnesota
$2.86M -$8.52M -145,626 -76%
RCM
41
Regency Capital Management
Hawaii
$2.79M +$2.56M +43,740 New
GIA
42
GHP Investment Advisors
Colorado
$2.74M -$265K -4,527 -10%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.6M -$105K -1,787 -4%
WW
44
Waterfront Wealth
Kansas
$2.5M +$44.9K +767 +2%
AF
45
Allworth Financial
California
$2.48M -$121K -2,072 -5%
WA
46
Wealth Architects
California
$2.38M
FWP
47
Family Wealth Partners
North Carolina
$2.38M +$2.18M +37,207 New
SG
48
Sharper & Granite
California
$2.36M -$114K -1,945 -5%
OAM
49
Occidental Asset Management
California
$2.31M +$43.4K +741 +2%
CBFP
50
Cedar Brook Financial Partners
Ohio
$2.21M -$496K -8,483 -19%