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WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
51
Cedar Brook Financial Partners
Ohio
$2.75M +$152K +1,992 +6%
SFG
52
StrategIQ Financial Group
Indiana
$2.6M -$63.9K -839 -2%
AA
53
Addison Advisors
Vermont
$2.53M -$39.2K -515 -1%
AOWM
54
Alpha Omega Wealth Management
Virginia
$2.33M +$330K +4,338 +16%
PAG
55
Private Advisor Group
New Jersey
$2.27M +$1.18M +15,456 +102%
1WM
56
1900 Wealth Management
Texas
$2.27M +$1.14M +14,996 +96%
Jane Street
57
Jane Street
New York
$2.27M +$2.33M +30,548 New
KAS
58
Kestra Advisory Services
Texas
$2.1M +$91.1K +1,196 +4%
BA
59
Bristlecone Advisors
Washington
$2.02M +$45.9K +603 +2%
CAN
60
Cetera Advisor Networks
California
$2M +$7.77K +102 +0.4%
APSP
61
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.91M +$10.1K +132 +0.5%
HI
62
Harbour Investments
Wisconsin
$1.83M +$65.8K +864 +4%
Citadel Advisors
63
Citadel Advisors
Florida
$1.72M +$785K +10,312 +80%
CP
64
Camelot Portfolios
Ohio
$1.6M -$744K -9,775 -31%
SAM
65
Smithbridge Asset Management
Pennsylvania
$1.56M +$28.2K +370 +2%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$1.37M +$67.7K +889 +5%
RJA
67
Raymond James & Associates
Florida
$1.36M +$4.8K +63 +0.3%
CG
68
Colony Group
Massachusetts
$1.34M +$1.38M +18,098 New
SWM
69
Spire Wealth Management
Virginia
$1.34M +$457 +6 +0%
TIM
70
Tortoise Investment Management
New York
$1.31M -$4.95K -65 -0.4%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.17M +$120K +1,573 +11%
OCM
72
One Capital Management
California
$1.12M -$67.4K -885 -6%
DC
73
Davenport & Co
Virginia
$1.1M +$34.4K +452 +3%
CT
74
Coastline Trust
Rhode Island
$1.08M +$75.4K +990 +7%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.06M -$19.9K -261 -2%