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WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Atomi Financial Group
New York
$3.82M -$2.85M -43,043 -44%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$3.5M -$379K -5,724 -10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.48M -$1.4M -21,060 -29%
HBS
29
Howard Bailey Securities
Indiana
$3.4M +$3.26M +49,243 New
KAS
30
Kestra Advisory Services
Texas
$3.23M -$738K -11,137 -19%
Creative Planning
31
Creative Planning
Kansas
$3.2M +$59K +890 +2%
WW
32
Waterfront Wealth
Kansas
$3.06M +$202K +3,045 +7%
EH
33
Equitable Holdings
New York
$2.85M +$367K +5,540 +15%
WA
34
Wealth Architects
California
$2.53M -$12.5K -188 -0.5%
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$2.49M -$14.2K -214 -0.6%
FWP
36
Family Wealth Partners
North Carolina
$2.47M -$144K -2,172 -6%
SG
37
Sharper & Granite
California
$2.35M +$9.94K +150 +0.4%
AF
38
Allworth Financial
California
$2.33M -$75.9K -1,145 -3%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.31M -$57.4K -867 -3%
SAM
40
Smithbridge Asset Management
Pennsylvania
$2.21M -$19.7K -298 -0.9%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.16M -$5.26M -79,376 -72%
FTUS
42
Flow Traders U.S.
New York
$2.12M -$9.67M -146,024 -83%
MAM
43
McLean Asset Management
Virginia
$2.07M -$78.6K -1,186 -4%
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.98M +$2.98K +45 +0.2%
GIA
45
GHP Investment Advisors
Colorado
$1.98M -$431K -6,501 -18%
SMC
46
Smith, Moore & Co
Missouri
$1.97M
HI
47
Harbour Investments
Wisconsin
$1.91M -$25.4K -384 -1%
LFG
48
Larson Financial Group
Missouri
$1.87M -$101K -1,523 -5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.83M -$770K -11,620 -31%
WA
50
Waverly Advisors
Alabama
$1.61M -$25.6K -387 -2%