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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $418M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.18% less ownership

Funds ownership: 42.78%42.6% (-0.18%)

6% less funds holding

Funds holding: 206193 (-13)

11% less capital invested

Capital invested by funds: $468M → $418M (-$50.5M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
51
Wipfli Financial Advisors
Wisconsin
$1.96M +$1.11M +19,067 +101%
HA
52
Heartland Advisors
Wisconsin
$1.94M
Creative Planning
53
Creative Planning
Kansas
$1.76M -$797K -13,693 -29%
BHWM
54
Beaird Harris Wealth Management
Texas
$1.74M -$208K -3,576 -10%
WW
55
Waterfront Wealth
Kansas
$1.7M +$1.48M +25,445 +405%
IA
56
Insight Advisors
Pennsylvania
$1.65M -$47.6K -817 -2%
SFG
57
StrategIQ Financial Group
Indiana
$1.58M -$144K -2,467 -7%
Wells Fargo
58
Wells Fargo
California
$1.51M -$99.4K -1,707 -5%
PAG
59
Private Advisor Group
New Jersey
$1.44M +$150K +2,584 +10%
HI
60
Harbour Investments
Wisconsin
$1.39M
CA
61
CoreCap Advisors
Michigan
$1.36M -$31.9K -547 -2%
SAM
62
Smithbridge Asset Management
Pennsylvania
$1.27M +$149K +2,562 +12%
WPWM
63
Windward Private Wealth Management
Kansas
$1.25M
BA
64
Bristlecone Advisors
Washington
$1.21M -$97.8K -1,680 -7%
Comerica Bank
65
Comerica Bank
Texas
$1.14M -$2.43M -41,757 -65%
CL
66
CPWM LLC
Washington
$1.06M +$5.12K +88 +0.4%
WFAG
67
Wescott Financial Advisory Group
Pennsylvania
$1M -$70K -1,202 -6%
CG
68
Colony Group
Massachusetts
$947K -$21.4K -368 -2%
SWM
69
Spire Wealth Management
Virginia
$932K -$25.4K -436 -2%
Stifel Financial
70
Stifel Financial
Missouri
$931K -$39.5K -679 -4%
IWP
71
IAG Wealth Partners
Wisconsin
$884K -$284K -4,886 -22%
TIM
72
Tortoise Investment Management
New York
$884K -$29.1K -500 -3%
IRC
73
Investors Research Corp
Georgia
$875K +$265K +4,549 +37%
SOS
74
Silver Oak Securities
Tennessee
$849K +$17.9K +308 +2%
DC
75
Davenport & Co
Virginia
$791K -$7.86K -135 -0.9%