We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $522M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $500M → $522M (+$22.1M)

0.72% less ownership

Funds ownership: 37.78%37.07% (-0.72%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
24
Increased
62
Reduced
64
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$893K +$63.9K +903 +8%
WSTAM
77
Wilbanks Smith & Thomas Asset Management
Virginia
$876K -$6.72K -95 -0.8%
PAG
78
Private Advisor Group
New Jersey
$874K -$288K -4,070 -25%
Stifel Financial
79
Stifel Financial
Missouri
$854K -$1.01M -14,220 -55%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$823K -$1.75M -24,700 -69%
CA
81
Continuum Advisory
Idaho
$812K +$47.1K +666 +7%
RFN
82
RDA Financial Network
Iowa
$796K +$10.2K +144 +1%
M&T Bank
83
M&T Bank
New York
$789K -$49.9K -705 -6%
SFM
84
Signet Financial Management
New Jersey
$783K -$21.2K -300 -3%
CFA
85
Cahill Financial Advisors
Minnesota
$751K +$4.32K +61 +0.6%
FTUS
86
Flow Traders U.S.
New York
$751K +$473K +6,690 +181%
Citigroup
87
Citigroup
New York
$744K +$1.84K +26 +0.3%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$703K -$665K -9,399 -49%
DOA
89
D'Orazio & Associates
Virginia
$665K
RJFSA
90
Raymond James Financial Services Advisors
Florida
$634K -$2.69K -38 -0.4%
CPO
91
Cerity Partners OCIO
New York
$621K -$2.48K -35 -0.4%
AWM
92
AllSquare Wealth Management
New York
$609K
S
93
SimplyRich
California
$588K
Jane Street
94
Jane Street
New York
$572K -$8.91M -125,993 -94%
MWM
95
Modera Wealth Management
New Jersey
$572K +$24.9K +352 +5%
CRWM
96
Castle Rock Wealth Management
California
$570K +$194K +2,745 +56%
MMA
97
Miracle Mile Advisors
California
$543K +$849 +12 +0.2%
Invesco
98
Invesco
Georgia
$529K -$62.3K -881 -11%
JFS
99
JD Financial Services
Pennsylvania
$516K +$505K +7,142 New
GW
100
GW & Wade
Massachusetts
$512K +$127K +1,802 +34%