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WisdomTree International SmallCap Dividend Fund

193 hedge funds and large institutions have $418M invested in WisdomTree International SmallCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.18% less ownership

Funds ownership: 42.78%42.6% (-0.18%)

6% less funds holding

Funds holding: 206193 (-13)

11% less capital invested

Capital invested by funds: $468M → $418M (-$50.5M)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
14
Increased
62
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
One Capital Management
California
$724K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$688K -$29.6K -508 -4%
MCA
78
Maryland Capital Advisors
Maryland
$674K -$42.4K -728 -5%
Citadel Advisors
79
Citadel Advisors
Florida
$667K +$755K +12,970 New
CP
80
Camelot Portfolios
Ohio
$653K -$49.3K -846 -6%
Betterment LLC
81
Betterment LLC
New York
$648K
CFA
82
Cahill Financial Advisors
Minnesota
$610K -$119K -2,048 -15%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$595K -$12.9K -221 -2%
RA
84
RFG Advisory
Alabama
$586K +$38.7K +665 +7%
T
85
TRUADVICE
Florida
$543K -$4.6K -79 -0.8%
M&T Bank
86
M&T Bank
New York
$525K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$479K -$85.1K -1,462 -14%
OPOWM
88
One Plus One Wealth Management
Florida
$476K -$70.8K -1,216 -12%
IWM
89
IHT Wealth Management
Illinois
$474K +$300K +5,154 +127%
AWS
90
Atria Wealth Solutions
New York
$440K
Citigroup
91
Citigroup
New York
$430K -$1.92K -33 -0.4%
AWM
92
AllSquare Wealth Management
New York
$430K
CFO
93
Collective Family Office
Pennsylvania
$429K -$708K -12,155 -59%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$429K +$1.17K +20 +0.2%
S
95
SimplyRich
California
$411K -$39.6K -680 -8%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$402K
MMA
97
Miracle Mile Advisors
California
$399K +$4.83K +83 +1%
EFS
98
Essex Financial Services
Connecticut
$368K
EH
99
Equitable Holdings
New York
$365K +$16.2K +279 +4%
SAM
100
SignalPoint Asset Management
Missouri
$359K +$26.9K +462 +7%