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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$922K -$29K -475 -3%
JP Morgan Chase
77
JP Morgan Chase
New York
$914K +$378K +6,191 +67%
WFAG
78
Wescott Financial Advisory Group
Pennsylvania
$870K -$45.1K -739 -5%
Stifel Financial
79
Stifel Financial
Missouri
$861K -$11.8K -193 -1%
IWM
80
IHT Wealth Management
Illinois
$838K +$73.2K +1,200 +9%
OCM
81
One Capital Management
California
$782K -$24.7K -405 -3%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$706K -$114K -1,871 -14%
RF
83
Robinswood Financial
Washington
$694K +$712K +11,670 New
SS
84
Sound Stewardship
Kansas
$691K -$15.2K -249 -2%
Betterment LLC
85
Betterment LLC
New York
$688K -$18.7K -306 -3%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$669K -$49.1K -804 -7%
TWD
87
True Wealth Design
Ohio
$654K -$58.8K -963 -8%
SWM
88
Spire Wealth Management
Virginia
$637K -$20.7K -340 -3%
CP
89
Camelot Portfolios
Ohio
$575K -$71.3K -1,168 -11%
T
90
TRUADVICE
Florida
$563K -$48.6K -797 -8%
RA
91
RFG Advisory
Alabama
$551K +$12.7K +208 +2%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$544K +$558K +9,146 New
Cerity Partners
93
Cerity Partners
New York
$531K +$544K +8,924 New
Citigroup
94
Citigroup
New York
$528K +$3.78K +62 +0.7%
DAS
95
Dynamic Advisor Solutions
Arizona
$508K +$521K +8,545 New
AWM
96
AllSquare Wealth Management
New York
$495K
S
97
SimplyRich
California
$475K
CAN
98
Cetera Advisor Networks
California
$460K -$5.43K -89 -1%
M&T Bank
99
M&T Bank
New York
$457K +$25.3K +414 +6%
CAL
100
Capital Analysts LLC
Pennsylvania
$442K +$23.9K +392 +6%