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WisdomTree International SmallCap Dividend Fund

195 hedge funds and large institutions have $324M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more funds holding

Funds holding: 184195 (+11)

1.21% more ownership

Funds ownership: 35.06%36.27% (+1.2%)

8% less capital invested

Capital invested by funds: $354M → $324M (-$29.9M)

30% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 74

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
52
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.51M -$62.5K -961 -2%
EGWAG
27
Elwood & Goetz Wealth Advisory Group
Georgia
$3.48M -$47.1K -723 -1%
HBS
28
Howard Bailey Securities
Indiana
$3.17M +$67.6K +1,038 +2%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$3.15M -$40.4K -620 -1%
WW
30
Waterfront Wealth
Kansas
$3.15M +$180K +2,770 +6%
KAS
31
Kestra Advisory Services
Texas
$3.01M +$66.6K +1,023 +2%
Creative Planning
32
Creative Planning
Kansas
$2.94M +$25.4K +390 +0.8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.81M -$367K -5,643 -11%
FWP
34
Family Wealth Partners
North Carolina
$2.49M +$246K +3,777 +11%
WA
35
Wealth Architects
California
$2.31M
Osaic Holdings
36
Osaic Holdings
Arizona
$2.11M +$1.5K +23 +0.1%
Jane Street
37
Jane Street
New York
$2.08M -$2.09M -32,073 -49%
KSWA
38
Kathleen S. Wright Associates
Pennsylvania
$1.99M -$284K -4,365 -12%
SG
39
Sharper & Granite
California
$1.93M -$214K -3,285 -10%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.93M -$33.3K -512 -2%
AF
41
Allworth Financial
California
$1.9M -$239K -3,667 -11%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.82M +$10.2K +157 +0.5%
SMC
43
Smith, Moore & Co
Missouri
$1.78M -$18.8K -289 -1%
TIP
44
Tandem Investment Partners
New Jersey
$1.73M +$1.79M +27,535 New
HI
45
Harbour Investments
Wisconsin
$1.7M -$36.3K -558 -2%
GIA
46
GHP Investment Advisors
Colorado
$1.68M -$130K -2,000 -7%
LFG
47
Larson Financial Group
Missouri
$1.66M -$42.8K -657 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.63M +$166K +2,543 +11%
MSA
49
Marathon Strategic Advisors
Pennsylvania
$1.47M +$94.8K +1,457 +7%
RWM
50
Ritholtz Wealth Management
New York
$1.45M +$109K +1,673 +8%