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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
CPWM LLC
Washington
$1.89M -$156K -2,210 -8%
KAS
52
Kestra Advisory Services
Texas
$1.89M -$18.5K -262 -1%
CP
53
Camelot Portfolios
Ohio
$1.88M +$310K +4,376 +20%
SWM
54
Spire Wealth Management
Virginia
$1.88M +$1.83M +25,921 New
BA
55
Bristlecone Advisors
Washington
$1.87M +$182K +2,574 +11%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.81M
CIBC World Market
57
CIBC World Market
Ontario, Canada
$1.67M +$1.64M +23,130 New
OMC
58
Old Mission Capital
Illinois
$1.67M +$1.63M +23,108 New
HI
59
Harbour Investments
Wisconsin
$1.65M +$1.61M +22,773 New
CAN
60
Cetera Advisor Networks
California
$1.55M +$49.3K +697 +3%
T
61
TRUADVICE
Florida
$1.47M -$591K -8,360 -30%
SAM
62
Smithbridge Asset Management
Pennsylvania
$1.44M +$8.35K +118 +0.6%
RJA
63
Raymond James & Associates
Florida
$1.3M -$110K -1,550 -8%
TIM
64
Tortoise Investment Management
New York
$1.28M -$28.3K -400 -2%
AOWM
65
Alpha Omega Wealth Management
Virginia
$1.25M +$157K +2,222 +15%
OCM
66
One Capital Management
California
$1.23M -$15.3K -216 -1%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$1.1M -$38.5K -544 -3%
Renaissance Technologies
68
Renaissance Technologies
New York
$1.09M +$1.07M +15,119 New
DC
69
Davenport & Co
Virginia
$1.06M -$54.8K -775 -5%
IWP
70
IAG Wealth Partners
Wisconsin
$1.01M +$152K +2,151 +18%
SPIA
71
Steward Partners Investment Advisory
New York
$1.01M +$48.8K +690 +5%
CT
72
Coastline Trust
Rhode Island
$978K -$50.9K -720 -5%
LWPC
73
Legacy Wealth Partners (California)
California
$977K +$85.4K +1,207 +10%
MML Investors Services
74
MML Investors Services
Massachusetts
$949K -$25.2K -356 -3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$895K -$38.3K -542 -4%