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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$2.88M +$4.86K +66 +0.2%
Bank of Nova Scotia
52
Bank of Nova Scotia
Ontario, Canada
$2.85M -$3.08M -41,800 -52%
BHWM
53
Beaird Harris Wealth Management
Texas
$2.84M +$2.84M +38,568 New
Wells Fargo
54
Wells Fargo
California
$2.83M -$574K -7,791 -17%
HA
55
Heartland Advisors
Wisconsin
$2.77M -$186K -2,520 -6%
AOWM
56
Alpha Omega Wealth Management
Virginia
$2.69M +$373K +5,070 +16%
WPWM
57
Windward Private Wealth Management
Kansas
$2.63M -$229K -3,104 -8%
SFG
58
StrategIQ Financial Group
Indiana
$2.5M -$80.7K -1,096 -3%
AA
59
Addison Advisors
Vermont
$2.5M -$15.7K -213 -0.6%
KAS
60
Kestra Advisory Services
Texas
$2.08M -$4.71K -64 -0.2%
CA
61
CoreCap Advisors
Michigan
$2.03M +$2.03M +27,533 New
CL
62
CPWM LLC
Washington
$1.94M +$1.92M +26,122 New
BA
63
Bristlecone Advisors
Washington
$1.84M -$165K -2,239 -8%
CP
64
Camelot Portfolios
Ohio
$1.82M +$228K +3,091 +14%
CAN
65
Cetera Advisor Networks
California
$1.79M -$194K -2,637 -10%
HI
66
Harbour Investments
Wisconsin
$1.79M -$33.3K -452 -2%
APSP
67
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.7M -$192K -2,608 -10%
PAG
68
Private Advisor Group
New Jersey
$1.69M -$565K -7,676 -25%
SAM
69
Smithbridge Asset Management
Pennsylvania
$1.54M -$8.03K -109 -0.5%
SWM
70
Spire Wealth Management
Virginia
$1.53M +$206K +2,799 +16%
CG
71
Colony Group
Massachusetts
$1.42M +$84.4K +1,146 +6%
TIM
72
Tortoise Investment Management
New York
$1.3M
DOA
73
D'Orazio & Associates
Virginia
$1.23M +$552K +7,500 +81%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$1.16M -$192K -2,603 -14%
IA
75
Insight Advisors
Pennsylvania
$1.14M +$197K +2,679 +21%