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WisdomTree International SmallCap Dividend Fund

200 hedge funds and large institutions have $427M invested in WisdomTree International SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% less capital invested

Capital invested by funds: $450M → $427M (-$22.4M)

1.96% less ownership

Funds ownership: 40.96%39% (-2%)

2% less funds holding

Funds holding: 205200 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

27% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 86

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
63
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$941K +$627K +9,898 +218%
BGAI
77
Bruce G. Allen Investments
Colorado
$913K +$34.6K +546 +4%
OCM
78
One Capital Management
California
$855K
WPWM
79
Windward Private Wealth Management
Kansas
$810K -$5.64K -89 -0.7%
CCM
80
Carlson Capital Management
Minnesota
$806K -$5.2M -82,099 -87%
Betterment LLC
81
Betterment LLC
New York
$789K +$29.5K +465 +4%
SWM
82
Spire Wealth Management
Virginia
$753K +$53.1K +838 +8%
IWM
83
IHT Wealth Management
Illinois
$727K -$91.8K -1,449 -11%
TWD
84
True Wealth Design
Ohio
$711K -$1.58K -25 -0.2%
HA
85
Heartland Advisors
Wisconsin
$681K -$33.2K -524 -5%
Citigroup
86
Citigroup
New York
$660K +$23.8K +376 +4%
WFAG
87
Wescott Financial Advisory Group
Pennsylvania
$657K -$121K -1,905 -16%
RFG
88
REAP Financial Group
Texas
$651K -$103K -1,624 -14%
MLA
89
My Legacy Advisors
Oregon
$620K -$40.9K -645 -6%
SS
90
Sound Stewardship
Kansas
$590K -$13.2K -208 -2%
NS
91
NBC Securities
Alabama
$586K +$237K +3,733 +71%
CAL
92
Capital Analysts LLC
Pennsylvania
$570K +$60.9K +961 +12%
DAS
93
Dynamic Advisor Solutions
Arizona
$556K -$950 -15 -0.2%
WN
94
Williams & Novak
California
$546K
CAN
95
Cetera Advisor Networks
California
$526K +$57.2K +903 +13%
S
96
SimplyRich
California
$522K
AWM
97
AllSquare Wealth Management
New York
$513K
CP
98
Camelot Portfolios
Ohio
$500K -$139K -2,193 -22%
FA
99
FSA Advisors
Michigan
$500K +$130K +2,057 +37%
Stifel Financial
100
Stifel Financial
Missouri
$496K -$524K -8,276 -52%