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WisdomTree International SmallCap Dividend Fund

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $427M (-$22.4M)

1.96% less ownership

Funds ownership: 40.96%39% (-2%)

2% less funds holding

Funds holding: 205200 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

27% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 86

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
63
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$1.94M -$47.7K -753 -2%
WA
52
Waverly Advisors
Alabama
$1.9M +$1.85M +29,139 New
CBFP
53
Cedar Brook Financial Partners
Ohio
$1.9M -$383K -6,042 -17%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.88M -$6.72K -106 -0.4%
HI
55
Harbour Investments
Wisconsin
$1.88M +$63.5K +1,003 +4%
SMC
56
Smith, Moore & Co
Missouri
$1.86M -$282K -4,447 -13%
Osaic Holdings
57
Osaic Holdings
Arizona
$1.78M -$1.12M -17,713 -39%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.76M +$612K +9,662 +56%
KIA
59
KLR Investment Advisors
Rhode Island
$1.74M +$103K +1,633 +6%
BA
60
Bristlecone Advisors
Washington
$1.67M -$3.74K -59 -0.2%
FRA
61
FFG Retirement Advisors
Colorado
$1.62M +$31.8K +502 +2%
IRC
62
Investors Research Corp
Georgia
$1.6M -$120K -1,890 -7%
RWM
63
Ritholtz Wealth Management
New York
$1.54M -$346K -5,468 -19%
BHWM
64
Beaird Harris Wealth Management
Texas
$1.35M -$18.4K -291 -1%
SAM
65
Smartleaf Asset Management
Massachusetts
$1.32M -$158K -2,490 -11%
MSA
66
Marathon Strategic Advisors
Pennsylvania
$1.3M +$25K +394 +2%
AA
67
Addison Advisors
Vermont
$1.27M -$4.43K -70 -0.4%
FPAS
68
Focus Partners Advisor Solutions
Missouri
$1.2M -$2.02M -31,932 -63%
OMC
69
Old Mission Capital
Illinois
$1.09M +$100K +1,580 +10%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$23.3K +368 +2%
Wells Fargo
71
Wells Fargo
California
$1.02M -$39.5K -624 -4%
CA
72
CoreCap Advisors
Michigan
$1.01M -$6.78K -107 -0.7%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$974K -$162K -2,561 -15%
SOS
74
Silver Oak Securities
Tennessee
$968K +$15.8K +249 +2%
TIM
75
Tortoise Investment Management
New York
$944K -$88.7K -1,400 -9%