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WisdomTree International SmallCap Dividend Fund

206 hedge funds and large institutions have $450M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 189206 (+17)

7% more capital invested

Capital invested by funds: $419M → $450M (+$31.2M)

1.95% more ownership

Funds ownership: 39.08%41.02% (+1.9%)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
53
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.01M -$44.9K -767 -5%
TIM
77
Tortoise Investment Management
New York
$1.01M
CA
78
CoreCap Advisors
Michigan
$996K -$91.8K -1,568 -9%
OMC
79
Old Mission Capital
Illinois
$968K +$82.2K +1,404 +10%
SOS
80
Silver Oak Securities
Tennessee
$931K -$10.8K -184 -1%
AFG
81
Atomi Financial Group
New York
$911K +$350K +5,980 +72%
BGAI
82
Bruce G. Allen Investments
Colorado
$859K +$787K +13,447 New
OCM
83
One Capital Management
California
$837K -$16.7K -285 -2%
IWM
84
IHT Wealth Management
Illinois
$805K -$34.3K -587 -4%
WPWM
85
Windward Private Wealth Management
Kansas
$799K -$395K -6,744 -35%
WFAG
86
Wescott Financial Advisory Group
Pennsylvania
$765K -$64.7K -1,105 -8%
Betterment LLC
87
Betterment LLC
New York
$742K -$32K -547 -4%
RFG
88
REAP Financial Group
Texas
$741K +$679K +11,607 New
HA
89
Heartland Advisors
Wisconsin
$700K
TWD
90
True Wealth Design
Ohio
$698K +$59 +1 +0%
RF
91
Robinswood Financial
Washington
$680K -$71.2K -1,216 -10%
SWM
92
Spire Wealth Management
Virginia
$663K
MLA
93
My Legacy Advisors
Oregon
$638K +$379K +6,482 +177%
CP
94
Camelot Portfolios
Ohio
$630K +$79.4K +1,357 +16%
Citigroup
95
Citigroup
New York
$622K +$31.1K +531 +6%
SS
96
Sound Stewardship
Kansas
$590K -$126K -2,161 -19%
BTI
97
Blue Trust Inc
Georgia
$565K +$566K +9,679 +6,629%
WN
98
Williams & Novak
California
$546K +$500K +8,545 New
DAS
99
Dynamic Advisor Solutions
Arizona
$536K
S
100
SimplyRich
California
$510K +$468K +7,995 New