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WisdomTree International SmallCap Dividend Fund

195 hedge funds and large institutions have $324M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

6% more funds holding

Funds holding: 184195 (+11)

1.21% more ownership

Funds ownership: 35.06%36.27% (+1.2%)

8% less capital invested

Capital invested by funds: $354M → $324M (-$29.9M)

30% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 74

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
52
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.44M -$239K -3,675 -14%
IRC
52
Investors Research Corp
Georgia
$1.43M -$28.5K -438 -2%
MAM
53
McLean Asset Management
Virginia
$1.42M -$512K -7,867 -26%
WA
54
Waverly Advisors
Alabama
$1.42M -$50.3K -773 -3%
BA
55
Bristlecone Advisors
Washington
$1.37M -$50.8K -780 -3%
AA
56
Addison Advisors
Vermont
$1.23M +$93.1K +1,431 +8%
AI
57
Atria Investments
North Carolina
$1.21M +$60.7K +933 +5%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.19M +$168K +2,588 +16%
ICP
59
Impact Capital Partners
Colorado
$1.11M +$1.14M +17,592 New
BHWM
60
Beaird Harris Wealth Management
Texas
$1.09M +$11.5K +176 +1%
PFS
61
Prospera Financial Services
Texas
$1M +$1.04M +15,919 New
Citigroup
62
Citigroup
New York
$978K +$75.4K +1,159 +8%
Betterment LLC
63
Betterment LLC
New York
$938K +$96K +1,475 +11%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$923K -$149K -2,288 -13%
TIM
65
Tortoise Investment Management
New York
$911K
BGAI
66
Bruce G. Allen Investments
Colorado
$890K -$11.1K -170 -1%
CA
67
CoreCap Advisors
Michigan
$881K -$90.2K -1,386 -9%
SWM
68
Shakespeare Wealth Management
Wisconsin
$864K -$313K -4,808 -26%
SOS
69
Silver Oak Securities
Tennessee
$816K -$109K -1,675 -11%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$806K -$47.9K -736 -5%
SWM
71
Spire Wealth Management
Virginia
$793K +$10.6K +163 +1%
EH
72
Equitable Holdings
New York
$742K -$1.92M -29,501 -71%
WPWM
73
Windward Private Wealth Management
Kansas
$730K -$54K -830 -7%
Citadel Advisors
74
Citadel Advisors
Florida
$721K +$373K +5,736 +100%
EF
75
Envision Financial
Wisconsin
$690K +$714K +10,964 New