We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

190 hedge funds and large institutions have $558M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more funds holding

Funds holding: 190190 (0)

0% less capital invested

Capital invested by funds: $559M → $558M (-$1.06M)

0.31% less ownership

Funds ownership: 38.45%38.14% (-0.31%)

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
79
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$986K
IA
77
Insight Advisors
Pennsylvania
$967K +$302K +3,963 +45%
IWP
78
IAG Wealth Partners
Wisconsin
$951K
Lido Advisors
79
Lido Advisors
California
$899K +$9.67K +127 +1%
Stifel Financial
80
Stifel Financial
Missouri
$844K -$29.4K -386 -3%
RFN
81
RDA Financial Network
Iowa
$831K +$76 +1 +0%
SFM
82
Signet Financial Management
New Jersey
$821K +$14.5K +191 +2%
CFA
83
Cahill Financial Advisors
Minnesota
$790K +$4.19K +55 +0.5%
Citigroup
84
Citigroup
New York
$789K -$36.9K -485 -4%
M&T Bank
85
M&T Bank
New York
$759K -$49.5K -650 -6%
T
86
TRUADVICE
Florida
$710K -$1.35M -17,780 -65%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$705K
DOA
88
D'Orazio & Associates
Virginia
$684K
RA
89
RFG Advisory
Alabama
$673K +$287K +3,769 +71%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$669K -$116K -1,523 -14%
CRWM
91
Castle Rock Wealth Management
California
$647K +$45.7K +600 +8%
CPO
92
Cerity Partners OCIO
New York
$646K +$3.96K +52 +0.6%
S
93
SimplyRich
California
$604K +$620K +8,142 New
MWM
94
Modera Wealth Management
New Jersey
$593K +$5.18K +68 +0.9%
AWM
95
AllSquare Wealth Management
New York
$590K
RJFSA
96
Raymond James Financial Services Advisors
Florida
$589K -$30.8K -405 -5%
WANY
97
Wealthspire Advisors (New York)
New York
$573K +$228 +3 +0%
MMA
98
Miracle Mile Advisors
California
$562K +$1.75K +23 +0.3%
EFS
99
Essex Financial Services
Connecticut
$531K
LNWTC
100
Laird Norton Wetherby Trust Company
Washington
$518K -$18.3K -241 -3%