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WisdomTree International SmallCap Dividend Fund

197 hedge funds and large institutions have $500M invested in WisdomTree International SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

14% more funds holding

Funds holding: 173197 (+24)

3% more capital invested

Capital invested by funds: $484M → $500M (+$16.5M)

0.23% more ownership

Funds ownership: 37.56%37.78% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 69

Holders
197
Holders Change
+24
Holders Change %
+13.87%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
36
Increased
53
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
76
Wilbanks Smith & Thomas Asset Management
Virginia
$833K -$17.5K -275 -2%
IAIM
77
International Assets Investment Management
Florida
$822K +$851K +13,377 New
IWP
78
IAG Wealth Partners
Wisconsin
$808K +$85.1K +1,338 +13%
M&T Bank
79
M&T Bank
New York
$792K -$17.8K -280 -2%
Lido Advisors
80
Lido Advisors
California
$780K +$729K +11,455 New
SFM
81
Signet Financial Management
New Jersey
$759K +$32.7K +514 +5%
RFN
82
RDA Financial Network
Iowa
$741K -$763 -12 -0.1%
CFA
83
Cahill Financial Advisors
Minnesota
$704K -$7.31K -115 -1%
Citigroup
84
Citigroup
New York
$700K +$29.8K +469 +5%
CA
85
Continuum Advisory
Idaho
$695K -$2.73K -43 -0.4%
DOA
86
D'Orazio & Associates
Virginia
$627K
RJFSA
87
Raymond James Financial Services Advisors
Florida
$601K -$559K -8,792 -50%
CPO
88
Cerity Partners OCIO
New York
$588K -$28.4K -447 -5%
AWM
89
AllSquare Wealth Management
New York
$574K
BAM
90
Belpointe Asset Management
Nevada
$574K +$536K +8,430 New
Invesco
91
Invesco
Georgia
$559K -$67.7K -1,065 -11%
S
92
SimplyRich
California
$555K -$9.6K -151 -2%
MWM
93
Modera Wealth Management
New Jersey
$515K +$127K +2,003 +36%
MMA
94
Miracle Mile Advisors
California
$512K +$1.46K +23 +0.3%
FIM
95
Freedom Investment Management
Connecticut
$509K -$57.1K -898 -11%
LNWTC
96
Laird Norton Wetherby Trust Company
Washington
$496K +$464K +7,288 New
RWMH
97
Riverpoint Wealth Management Holdings
Illinois
$486K +$2.86K +45 +0.6%
SAM
98
SignalPoint Asset Management
Missouri
$458K -$191 -3 -0%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$440K -$27.7K -436 -6%
ASN
100
Advisory Services Network
Georgia
$433K -$82.9K -1,303 -17%

DLS Hedge Fund Activity: Q4 2020 in Review

197 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International SmallCap Dividend Fund (DLS) for Q4 2020, worth a combined $500M — up 3.4% from $484M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DLS positions and 9 closed out — a net gain of 27 holders — while 53 added to existing stakes and 69 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10.4M. The largest seller was Allworth Financial, cutting an estimated $39.1M.

  • 197 institutional investors held WisdomTree International SmallCap Dividend Fund (DLS) as of Q4 2020, up from 173 in Q3 2020.
  • Funds reported $500M of WisdomTree International SmallCap Dividend Fund stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 36 funds opened new WisdomTree International SmallCap Dividend Fund positions in Q4 2020 and 9 closed out, a net change of +27 holders.
  • The largest WisdomTree International SmallCap Dividend Fund buyer in Q4 2020 was Citadel Advisors, an estimated $10.4M added.
  • The largest WisdomTree International SmallCap Dividend Fund seller in Q4 2020 was Allworth Financial, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2020.