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WisdomTree International SmallCap Dividend Fund

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $427M (-$22.4M)

1.96% less ownership

Funds ownership: 40.96%39% (-2%)

2% less funds holding

Funds holding: 205200 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

27% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 86

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
63
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.03M +$449K +7,087 +13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.01M -$2.63M -41,432 -40%
EWM
28
Empirical Wealth Management
Washington
$3.93M +$57.8K +912 +2%
EGWAG
29
Elwood & Goetz Wealth Advisory Group
Georgia
$3.79M -$42.4K -669 -1%
PP
30
PrairieView Partners
Minnesota
$3.73M -$60.6K -956 -2%
FTUS
31
Flow Traders U.S.
New York
$3.38M -$1.3M -20,461 -28%
AI
32
Atria Investments
North Carolina
$3.04M +$99K +1,563 +3%
Creative Planning
33
Creative Planning
Kansas
$2.98M -$179K -2,818 -6%
PAG
34
Private Advisor Group
New Jersey
$2.98M -$1.34M -21,223 -32%
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$2.9M -$95.2K -1,502 -3%
IWP
36
Invenio Wealth Partners
Florida
$2.88M +$1.48M +23,398 +113%
RCM
37
Regency Capital Management
Hawaii
$2.87M +$16.6K +262 +0.6%
WW
38
Waterfront Wealth
Kansas
$2.79M +$292K +4,614 +12%
GIA
39
GHP Investment Advisors
Colorado
$2.69M -$107K -1,684 -4%
Ameriprise
40
Ameriprise
Minnesota
$2.62M -$296K -4,669 -10%
AF
41
Allworth Financial
California
$2.44M -$90.9K -1,435 -4%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.43M -$219K -3,456 -8%
WA
43
Wealth Architects
California
$2.42M -$3.87K -61 -0.2%
FWP
44
Family Wealth Partners
North Carolina
$2.37M -$57.6K -909 -2%
SG
45
Sharper & Granite
California
$2.12M -$267K -4,210 -11%
SAM
46
Smithbridge Asset Management
Pennsylvania
$2.1M +$11.5K +182 +0.6%
MAM
47
McLean Asset Management
Virginia
$2.09M -$36K -568 -2%
EH
48
Equitable Holdings
New York
$2.02M +$134K +2,118 +7%
IA
49
Insight Advisors
Pennsylvania
$2.01M +$185K +2,912 +10%
Jane Street
50
Jane Street
New York
$2M -$7.91M -124,877 -80%