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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Smithbridge Asset Management
Pennsylvania
$1.85M +$427K +7,144 +28%
KIA
52
KLR Investment Advisors
Rhode Island
$1.69M -$49.5K -828 -3%
BA
53
Bristlecone Advisors
Washington
$1.64M +$111K +1,852 +7%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.63M +$191K +3,200 +13%
EA
55
Efficient Advisors
Ohio
$1.59M -$73K -1,221 -4%
RWM
56
Ritholtz Wealth Management
New York
$1.58M -$183K -3,063 -10%
IRC
57
Investors Research Corp
Georgia
$1.55M +$76.7K +1,283 +5%
HI
58
Harbour Investments
Wisconsin
$1.55M +$61.4K +1,027 +4%
LFG
59
Larson Financial Group
Missouri
$1.52M -$2.21K -37 -0.1%
SFG
60
StrategIQ Financial Group
Indiana
$1.52M -$35.3K -591 -2%
AI
61
Atria Investments
North Carolina
$1.47M +$1.53M +25,647 New
EH
62
Equitable Holdings
New York
$1.47M +$224K +3,744 +17%
CCA
63
Checchi Capital Advisers
California
$1.43M -$102K -1,705 -6%
T
64
TRUADVICE
Florida
$1.39M +$901K +15,071 +162%
BHWM
65
Beaird Harris Wealth Management
Texas
$1.25M -$19.2K -321 -1%
TC
66
Tacita Capital
Ontario, Canada
$1.19M -$1.7M -28,430 -58%
AA
67
Addison Advisors
Vermont
$1.19M -$407K -6,813 -25%
WPWM
68
Windward Private Wealth Management
Kansas
$1.11M -$42K -703 -4%
Citadel Advisors
69
Citadel Advisors
Florida
$1.06M -$2.69M -44,980 -71%
Wells Fargo
70
Wells Fargo
California
$988K -$311K -5,199 -23%
CA
71
CoreCap Advisors
Michigan
$987K -$289K -4,827 -22%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$957K +$20.6K +344 +2%
TIM
73
Tortoise Investment Management
New York
$912K
JP Morgan Chase
74
JP Morgan Chase
New York
$872K -$12.2K -204 -1%
SOS
75
Silver Oak Securities
Tennessee
$849K -$44.4K -742 -5%