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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Addison Advisors
Vermont
$2.26M +$103K +1,610 +4%
HA
52
Heartland Advisors
Wisconsin
$2.2M
BHWM
53
Beaird Harris Wealth Management
Texas
$2.19M -$27.4K -428 -1%
KAS
54
Kestra Advisory Services
Texas
$2.08M +$343K +5,363 +18%
IA
55
Insight Advisors
Pennsylvania
$2M +$447K +6,995 +27%
SFG
56
StrategIQ Financial Group
Indiana
$1.93M -$25.3K -396 -1%
Wells Fargo
57
Wells Fargo
California
$1.81M -$469K -7,341 -19%
Jane Street
58
Jane Street
New York
$1.62M -$4.53M -70,963 -72%
CA
59
CoreCap Advisors
Michigan
$1.57M -$64.4K -1,007 -4%
PAG
60
Private Advisor Group
New Jersey
$1.48M +$145K +2,274 +10%
BA
61
Bristlecone Advisors
Washington
$1.47M -$48.2K -755 -3%
WPWM
62
Windward Private Wealth Management
Kansas
$1.42M -$14.3K -224 -0.9%
HI
63
Harbour Investments
Wisconsin
$1.39M +$1.52M +23,773 New
SAM
64
Smithbridge Asset Management
Pennsylvania
$1.29M -$5.11K -80 -0.4%
IWP
65
IAG Wealth Partners
Wisconsin
$1.29M +$720K +11,268 +104%
WFAG
66
Wescott Financial Advisory Group
Pennsylvania
$1.21M -$98.1K -1,535 -7%
CL
67
CPWM LLC
Washington
$1.2M -$5.62K -88 -0.4%
CFO
68
Collective Family Office
Pennsylvania
$1.2M -$975K -15,251 -43%
WFA
69
Wipfli Financial Advisors
Wisconsin
$1.11M +$1.21M +18,956 New
CG
70
Colony Group
Massachusetts
$1.1M -$47.2K -739 -4%
Stifel Financial
71
Stifel Financial
Missouri
$1.1M -$16.6K -260 -1%
SWM
72
Spire Wealth Management
Virginia
$1.08M +$36.2K +566 +3%
TIM
73
Tortoise Investment Management
New York
$1.03M
DOA
74
D'Orazio & Associates
Virginia
$986K +$11.2K +175 +1%
BFG
75
Barber Financial Group
Kansas
$962K -$120K -1,870 -10%