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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$2.11M -$1.4M -23,904 -42%
SAM
52
Smithbridge Asset Management
Pennsylvania
$2.04M -$18K -308 -1%
MAM
53
McLean Asset Management
Virginia
$2.04M -$9.77K -167 -0.5%
LFG
54
Larson Financial Group
Missouri
$1.95M +$233K +3,976 +15%
RWM
55
Ritholtz Wealth Management
New York
$1.85M +$87.8K +1,501 +5%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.85M +$37.2K +636 +2%
EH
57
Equitable Holdings
New York
$1.85M +$200K +3,417 +13%
IA
58
Insight Advisors
Pennsylvania
$1.78M -$719K -12,287 -31%
HI
59
Harbour Investments
Wisconsin
$1.78M +$48.9K +835 +3%
IRC
60
Investors Research Corp
Georgia
$1.69M -$30.4K -519 -2%
SFG
61
StrategIQ Financial Group
Indiana
$1.67M -$20.7K -353 -1%
KIA
62
KLR Investment Advisors
Rhode Island
$1.66M -$103K -1,757 -6%
BA
63
Bristlecone Advisors
Washington
$1.64M -$161K -2,757 -10%
FRA
64
FFG Retirement Advisors
Colorado
$1.55M -$818K -13,976 -37%
SAM
65
Smartleaf Asset Management
Massachusetts
$1.45M +$1.33M +22,691 New
BHWM
66
Beaird Harris Wealth Management
Texas
$1.34M -$44.4K -758 -3%
IWP
67
Invenio Wealth Partners
Florida
$1.32M +$414K +7,067 +52%
AA
68
Addison Advisors
Vermont
$1.25M -$63.2K -1,080 -5%
MSA
69
Marathon Strategic Advisors
Pennsylvania
$1.24M +$1.14M +19,472 New
Citadel Advisors
70
Citadel Advisors
Florida
$1.24M +$59K +1,009 +5%
TC
71
Tacita Capital
Ontario, Canada
$1.22M -$92.2K -1,575 -8%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.02M +17,501 New
JP Morgan Chase
73
JP Morgan Chase
New York
$1.1M +$123K +2,108 +14%
Wells Fargo
74
Wells Fargo
California
$1.03M -$58K -992 -6%
Stifel Financial
75
Stifel Financial
Missouri
$1.01M +$95.3K +1,628 +11%