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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $468M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 41.6%42.78% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

1% less funds holding

Funds holding: 209206 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

14% less capital invested

Capital invested by funds: $545M → $468M (-$76.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
23
Increased
74
Reduced
72
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$906K +$65.4K +1,023 +7%
CT
77
Coastline Trust
Rhode Island
$874K
SOS
78
Silver Oak Securities
Tennessee
$868K +$105K +1,639 +13%
OCM
79
One Capital Management
California
$821K -$15.1K -237 -2%
CFA
80
Cahill Financial Advisors
Minnesota
$812K +$32K +500 +4%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$811K +$54.9K +859 +7%
MCA
82
Maryland Capital Advisors
Maryland
$807K -$101K -1,584 -10%
CP
83
Camelot Portfolios
Ohio
$790K -$669K -10,473 -44%
IRC
84
Investors Research Corp
Georgia
$727K +$347K +5,437 +77%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$688K -$109K -1,699 -13%
Betterment LLC
86
Betterment LLC
New York
$648K +$113K +1,761 +19%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$630K -$3.44M -53,822 -83%
T
88
TRUADVICE
Florida
$629K +$36.9K +578 +6%
RA
89
RFG Advisory
Alabama
$611K +$10.1K +158 +2%
OPOWM
90
One Plus One Wealth Management
Florida
$611K +$669K +10,473 New
M&T Bank
91
M&T Bank
New York
$596K
SFM
92
Signet Financial Management
New Jersey
$532K -$14.1K -220 -2%
S
93
SimplyRich
California
$506K -$9.39K -147 -2%
AWS
94
Atria Wealth Solutions
New York
$499K +$241K +3,775 +79%
Citigroup
95
Citigroup
New York
$490K -$29.1K -455 -5%
AWM
96
AllSquare Wealth Management
New York
$488K +$26.2K +410 +5%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$486K +$141K +2,208 +36%
CAN
98
Cetera Advisor Networks
California
$468K -$900K -14,079 -64%
WSTAM
99
Wilbanks Smith & Thomas Asset Management
Virginia
$456K -$36.8K -576 -7%
MMA
100
Miracle Mile Advisors
California
$447K +$13K +204 +3%