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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $502M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

1% more funds holding

Funds holding: 196198 (+2)

3% more capital invested

Capital invested by funds: $485M → $502M (+$16.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 43.26%42.16% (-1.1%)

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
76
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Sharper & Granite
California
$2.24M +$3.37K +55 +0.1%
MAM
52
McLean Asset Management
Virginia
$2.08M -$356K -5,804 -15%
WW
53
Waterfront Wealth
Kansas
$2.08M +$8.09K +132 +0.4%
RWA
54
Rooted Wealth Advisors
Illinois
$1.78M +$47.5K +775 +3%
RWM
55
Ritholtz Wealth Management
New York
$1.78M -$254K -4,149 -12%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.77M +$162K +2,642 +10%
AA
57
Addison Advisors
Vermont
$1.73M +$59K +963 +4%
KIA
58
KLR Investment Advisors
Rhode Island
$1.71M +$66.1K +1,079 +4%
IA
59
Insight Advisors
Pennsylvania
$1.7M +$252K +4,118 +17%
Wells Fargo
60
Wells Fargo
California
$1.7M -$225K -3,678 -12%
SFG
61
StrategIQ Financial Group
Indiana
$1.65M -$64K -1,045 -4%
BA
62
Bristlecone Advisors
Washington
$1.64M +$189K +3,086 +13%
CCA
63
Checchi Capital Advisers
California
$1.63M
HI
64
Harbour Investments
Wisconsin
$1.6M +$23.8K +388 +1%
LFG
65
Larson Financial Group
Missouri
$1.59M -$10.2K -166 -0.6%
BHWM
66
Beaird Harris Wealth Management
Texas
$1.53M -$6.55K -107 -0.4%
SAM
67
Smithbridge Asset Management
Pennsylvania
$1.47M -$21.1K -344 -1%
IRC
68
Investors Research Corp
Georgia
$1.44M +$173K +2,828 +14%
Jane Street
69
Jane Street
New York
$1.36M -$5.81M -94,773 -81%
WPWM
70
Windward Private Wealth Management
Kansas
$1.31M -$176K -2,868 -12%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.15M +$617K +10,081 +114%
TIM
72
Tortoise Investment Management
New York
$982K -$18.4K -300 -2%
SOS
73
Silver Oak Securities
Tennessee
$974K +$33.8K +551 +4%
DC
74
Davenport & Co
Virginia
$950K
WFAG
75
Wescott Financial Advisory Group
Pennsylvania
$937K -$141K -2,294 -13%