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WisdomTree International SmallCap Dividend Fund

198 hedge funds and large institutions have $502M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

1% more funds holding

Funds holding: 196198 (+2)

3% more capital invested

Capital invested by funds: $485M → $502M (+$16.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 43.26%42.16% (-1.1%)

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
76
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
76
CIBC World Market
Ontario, Canada
$910K +$915K +14,939 New
Stifel Financial
77
Stifel Financial
Missouri
$894K -$155K -2,533 -15%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$838K +$842K +13,750 New
OCM
79
One Capital Management
California
$826K -$30K -490 -3%
EH
80
Equitable Holdings
New York
$807K +$151K +2,467 +23%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$786K -$2.45K -40 -0.3%
IWM
82
IHT Wealth Management
Illinois
$786K +$78.2K +1,276 +11%
OMC
83
Old Mission Capital
Illinois
$765K -$3.5M -57,155 -82%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$735K -$124K -2,020 -14%
TWD
85
True Wealth Design
Ohio
$729K -$64.3K -1,049 -8%
SS
86
Sound Stewardship
Kansas
$723K -$119K -1,935 -14%
Betterment LLC
87
Betterment LLC
New York
$723K -$31.5K -514 -4%
SWM
88
Spire Wealth Management
Virginia
$674K +$26.5K +432 +4%
CP
89
Camelot Portfolios
Ohio
$660K -$42.9K -701 -6%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$640K -$3.06K -50 -0.5%
T
91
TRUADVICE
Florida
$629K +$14.6K +239 +2%
JP Morgan Chase
92
JP Morgan Chase
New York
$560K +$332K +5,413 +143%
IWP
93
IAG Wealth Partners
Wisconsin
$553K -$369K -6,020 -40%
RA
94
RFG Advisory
Alabama
$552K -$7.47K -122 -1%
Citigroup
95
Citigroup
New York
$538K +$7.84K +128 +1%
AWS
96
Atria Wealth Solutions
New York
$521K
AWM
97
AllSquare Wealth Management
New York
$509K
Renaissance Technologies
98
Renaissance Technologies
New York
$500K -$374K -6,100 -43%
S
99
SimplyRich
California
$487K
CAN
100
Cetera Advisor Networks
California
$476K -$45.4K -741 -9%