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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $360M invested in WisdomTree International SmallCap Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

1% more funds holding

Funds holding: 196198 (+2)

0.45% less ownership

Funds ownership: 36.53%36.07% (-0.45%)

4% less capital invested

Capital invested by funds: $376M → $360M (-$16.1M)

26% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 76

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
56
Reduced
76
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
26
Focus Partners Advisor Solutions
Missouri
$3.21M -$2.85M -36,138 -48%
Creative Planning
27
Creative Planning
Kansas
$3.2M +$176K +2,225 +6%
KAS
28
Kestra Advisory Services
Texas
$3.13M +$36.4K +461 +1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.05M -$86.3K -1,092 -3%
FWP
30
Family Wealth Partners
North Carolina
$2.98M -$134K -1,690 -4%
WA
31
Wealth Architects
California
$2.81M -$7.9K -100 -0.3%
AOWM
32
Alpha Omega Wealth Management
Virginia
$2.75M -$537K -6,799 -17%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.74M +$709K +8,978 +36%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.51M +$786K +9,952 +47%
HI
35
Harbour Investments
Wisconsin
$2.45M +$92.1K +1,166 +4%
SMC
36
Smith, Moore & Co
Missouri
$2.28M -$6.24K -79 -0.3%
TIP
37
Tandem Investment Partners
New Jersey
$2.25M +$24.1K +305 +1%
AF
38
Allworth Financial
California
$2.24M -$73.9K -935 -3%
AI
39
Atria Investments
North Carolina
$2.16M +$75.6K +957 +4%
MSA
40
Marathon Strategic Advisors
Pennsylvania
$2M +$30.9K +391 +2%
GIA
41
GHP Investment Advisors
Colorado
$1.96M -$1.11K -14 -0.1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.82M +$116K +1,474 +7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.73M +$185K +2,342 +12%
ICP
44
Impact Capital Partners
Colorado
$1.73M +$23.8K +301 +1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$1.72M +$90.8K +1,150 +6%
RWM
46
Ritholtz Wealth Management
New York
$1.65M
MAM
47
McLean Asset Management
Virginia
$1.65M -$113K -1,426 -7%
LFG
48
Larson Financial Group
Missouri
$1.55M -$80.7K -1,021 -5%
PFS
49
Prospera Financial Services
Texas
$1.53M +$39.6K +501 +3%
WA
50
Waverly Advisors
Alabama
$1.5M -$156K -1,981 -10%