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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $419M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.44% more ownership

Funds ownership: 38.64%39.08% (+0.44%)

0% more funds holding

Funds holding: 189189 (0)

3% less capital invested

Capital invested by funds: $433M → $419M (-$14.1M)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
72
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$819K -$13.2K -221 -2%
OMC
77
Old Mission Capital
Illinois
$790K -$242K -4,043 -23%
IWP
78
Invenio Wealth Partners
Florida
$784K +$815K +13,634 New
OCM
79
One Capital Management
California
$770K +$14.1K +235 +2%
IWM
80
IHT Wealth Management
Illinois
$758K -$53.9K -901 -6%
WFAG
81
Wescott Financial Advisory Group
Pennsylvania
$752K -$92.9K -1,554 -11%
Betterment LLC
82
Betterment LLC
New York
$700K +$36.5K +610 +5%
RF
83
Robinswood Financial
Washington
$682K +$12K +200 +2%
JWA
84
JFS Wealth Advisors
Pennsylvania
$660K -$2.66M -44,410 -79%
SS
85
Sound Stewardship
Kansas
$656K -$12.8K -214 -2%
HA
86
Heartland Advisors
Wisconsin
$630K -$1.15M -19,178 -64%
TWD
87
True Wealth Design
Ohio
$628K -$4.01K -67 -0.6%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$622K -$26K -434 -4%
SWM
89
Spire Wealth Management
Virginia
$616K
RA
90
RFG Advisory
Alabama
$538K +$6.52K +109 +1%
Citigroup
91
Citigroup
New York
$529K +$19.4K +325 +4%
DAS
92
Dynamic Advisor Solutions
Arizona
$491K
CP
93
Camelot Portfolios
Ohio
$489K -$69.4K -1,161 -12%
AFG
94
Atomi Financial Group
New York
$476K +$495K +8,282 New
GJIA
95
Glass Jacobson Investment Advisors
Maryland
$461K -$67.6K -1,131 -12%
Comerica Bank
96
Comerica Bank
Texas
$456K +$474K +7,927 New
AWM
97
AllSquare Wealth Management
New York
$452K -$29.1K -486 -6%
VF
98
Virtu Financial
New York
$442K +$460K +7,687 New
M&T Bank
99
M&T Bank
New York
$442K
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$438K +$456K +7,620 New