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WisdomTree International SmallCap Dividend Fund

185 hedge funds and large institutions have $355M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% less ownership

Funds ownership: 39.29%35.13% (-4.2%)

7% less funds holding

Funds holding: 199185 (-14)

12% less capital invested

Capital invested by funds: $403M → $355M (-$48.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 90

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
185
Holders Change
-14
Holders Change %
-7.04%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.61M +$568K +8,570 +58%
IRC
52
Investors Research Corp
Georgia
$1.6M -$9.08K -137 -0.6%
BA
53
Bristlecone Advisors
Washington
$1.56M -$177K -2,670 -11%
MSA
54
Marathon Strategic Advisors
Pennsylvania
$1.52M +$125K +1,894 +9%
RWM
55
Ritholtz Wealth Management
New York
$1.48M -$128K -1,934 -8%
SWM
56
Shakespeare Wealth Management
Wisconsin
$1.28M -$12.7M -192,080 -91%
AI
57
Atria Investments
North Carolina
$1.26M -$53.1K -802 -4%
AA
58
Addison Advisors
Vermont
$1.25M -$84.8K -1,280 -7%
SEIA
59
Signature Estate & Investment Advisors
California
$1.24M -$540K -8,148 -31%
BHWM
60
Beaird Harris Wealth Management
Texas
$1.19M -$64.2K -969 -5%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.17M -$1.23M -18,625 -52%
Wells Fargo
62
Wells Fargo
California
$1.13M +$21.9K +331 +2%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.12M +$408K +6,154 +61%
CA
64
CoreCap Advisors
Michigan
$1.06M +$6.09K +92 +0.6%
SOS
65
Silver Oak Securities
Tennessee
$1.01M -$6.03K -91 -0.6%
TIM
66
Tortoise Investment Management
New York
$999K
Citigroup
67
Citigroup
New York
$993K +$299K +4,509 +46%
BGAI
68
Bruce G. Allen Investments
Colorado
$988K +$5.96K +90 +0.6%
IA
69
Insight Advisors
Pennsylvania
$954K -$1.51M -22,716 -62%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$936K -$131K -1,975 -13%
Betterment LLC
71
Betterment LLC
New York
$927K +$45.1K +680 +5%
SWM
72
Spire Wealth Management
Virginia
$858K +$5.37K +81 +0.7%
WPWM
73
Windward Private Wealth Management
Kansas
$858K
OCM
74
One Capital Management
California
$781K -$12.8K -193 -2%
RF
75
Robinswood Financial
Washington
$734K +$398 +6 +0.1%